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Allen Mooney & Barnes Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,089
Closed -$527K – 158
2024
Q2 		$527K Sell
6,089
-23,354
-79% -$2.03M 0.09% 98
2024
Q1 		$2.56M Buy
+29,443
New +$2.53M 0.49% 48

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's MOAT Position: Q3 2024 in Review

Allen Mooney & Barnes Investment Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2024, closing a stake of 6,089 shares — an estimated $527K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in MOAT in Q1 2024 and held it in 2 quarters. The position peaked at $2.56M in Q1 2024. 672 funds tracked by Wall St. Rank hold MOAT as of Q3 2024.

  • Allen Mooney & Barnes Investment Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2024 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 6,089 VanEck Morningstar Wide Moat ETF shares in Q3 2024, an estimated $527K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and held it in 2 quarters.
  • Allen Mooney & Barnes Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $2.56M in Q1 2024.
  • 672 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2024.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.