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Apeiron RIA’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Apeiron RIA’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
2023
Q1 		– Sell
-8,347
Closed -$542K – 210
2022
Q4 		$542K Buy
8,347
+281
+3% +$18.2K 0.21% 88
2022
Q3 		$480K Buy
+8,066
New +$542K 0.22% 87

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

Apeiron RIA's MOAT Position: Q1 2023 in Review

Apeiron RIA sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2023, closing a stake of 8,347 shares — an estimated $542K sold.

Apeiron RIA first reported a position in MOAT in Q3 2022 and held it in 2 quarters. The position peaked at $542K in Q4 2022. 379 funds tracked by Wall St. Rank hold MOAT as of Q1 2023.

  • Apeiron RIA reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2023 after selling out during the quarter.
  • Apeiron RIA sold 8,347 VanEck Morningstar Wide Moat ETF shares in Q1 2023, an estimated $542K.
  • Apeiron RIA first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2022 and held it in 2 quarters.
  • Apeiron RIA's VanEck Morningstar Wide Moat ETF position peaked at $542K in Q4 2022.
  • 379 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2023.

Based on Apeiron RIA's 13F filing for Q1 2023, filed 13 Apr 2023.