American Portfolios Advisors’s Morningstar MORN Stock Holding History

American Portfolios Advisors’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$12.5K	Buy	59 +44	+293%	+$10.5K	﹤0.01%	2420
2022 Q2	$3.63K	Hold	15	–	–	﹤0.01%	2955
2022 Q1	$4.1K	Sell	15 -4	-21%	-$1.13K	﹤0.01%	3014
2021 Q4	$6.5K	Hold	19	–	–	﹤0.01%	2795
2021 Q3	$4.92K	Buy	19 +4	+27%	+$1.05K	﹤0.01%	2856
2021 Q2	$3.86K	Hold	15	–	–	﹤0.01%	2933
2021 Q1	$3.38K	Hold	15	–	–	﹤0.01%	2841
2020 Q4	$3.47K	Sell	15 -3,040	-100%	-$604K	﹤0.01%	2555
2020 Q3	$491K	Buy	3,055 +3,033	+13,786%	+$479K	0.03%	496
2020 Q2	$3.1K	Buy	+22	New	+$3.11K	﹤0.01%	2402
2019 Q4	–	Sell	-312	Closed	-$45.6K	–	2896
2019 Q3	$45.6K	Buy	+312	New	+$48K	﹤0.01%	1320

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Portfolios Advisors's MORN Position: Q3 2022 in Review

American Portfolios Advisors increased its Morningstar (MORN) stake by 293% in Q3 2022, buying an estimated $10.5K and bringing the position to 59 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

American Portfolios Advisors first reported a position in MORN in Q3 2019 and has held it in 11 quarters since. The position peaked at $491K in Q3 2020. 313 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

American Portfolios Advisors held 59 shares of Morningstar worth $12.5K as of Q3 2022.
American Portfolios Advisors bought 44 Morningstar shares in Q3 2022, an estimated $10.5K.
Morningstar made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2420 holding.
American Portfolios Advisors first reported a position in Morningstar in Q3 2019 and has held it in 11 quarters since.
American Portfolios Advisors's Morningstar position peaked at $491K in Q3 2020.
313 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.