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Annapolis Financial Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Annapolis Financial Services’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 		$78.7K Hold
812
– – 0.02% 129
2024
Q2 		$70.3K Buy
+812
New +$70.6K 0.02% 134
2023
Q4 		– Sell
-7
Closed -$531 – 483
2023
Q3 		$531 Hold
7
– – ﹤0.01% 471
2023
Q2 		$559 Buy
+7
New +$527 ﹤0.01% 473

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 $6.18B AUM 18.43% 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 $71.6B AUM 21.08% 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

Annapolis Financial Services's MOAT Position: Q3 2024 in Review

Annapolis Financial Services held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2024 at 812 shares worth $78.7K. The position accounts for 0.02% of the portfolio, ranked #129.

Annapolis Financial Services first reported a position in MOAT in Q2 2023 and has held it in 4 quarters since. 672 funds tracked by Wall St. Rank hold MOAT as of Q3 2024.

  • Annapolis Financial Services held 812 shares of VanEck Morningstar Wide Moat ETF worth $78.7K as of Q3 2024.
  • Annapolis Financial Services left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2024.
  • VanEck Morningstar Wide Moat ETF made up 0.02% of Annapolis Financial Services's portfolio in Q3 2024, its #129 holding.
  • Annapolis Financial Services first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 4 quarters since.
  • 672 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.