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Arcus Capital Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Arcus Capital Partners’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
-600
Closed -$38.9K – 256
2022
Q4 		$38.9K Buy
+600
New +$38.9K 0.02% 192

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RJFSA
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RJA
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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
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SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

Arcus Capital Partners's MOAT Position: Q1 2023 in Review

Arcus Capital Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2023, closing a stake of 600 shares — an estimated $38.9K sold.

Arcus Capital Partners first reported a position in MOAT in Q4 2022 and held it in 1 quarter. The position peaked at $38.9K in Q4 2022. 379 funds tracked by Wall St. Rank hold MOAT as of Q1 2023.

  • Arcus Capital Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2023 after selling out during the quarter.
  • Arcus Capital Partners sold 600 VanEck Morningstar Wide Moat ETF shares in Q1 2023, an estimated $38.9K.
  • Arcus Capital Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and held it in 1 quarter.
  • Arcus Capital Partners's VanEck Morningstar Wide Moat ETF position peaked at $38.9K in Q4 2022.
  • 379 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.