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Arkadios Wealth Advisors’s Morningstar MORN Stock Holding History

Arkadios Wealth 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
2021
Q3 		– Sell
-35
Closed -$8K – 1981
2021
Q2 		$8K Hold
35
– – ﹤0.01% 1597
2021
Q1 		$7K Hold
35
– – ﹤0.01% 1288
2020
Q4 		$8K Buy
+35
New +$6.95K ﹤0.01% 1020

Other funds holding MORN

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arkadios Wealth Advisors's MORN Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Morningstar (MORN) in Q3 2021, closing a stake of 35 shares — an estimated $8K sold.

Arkadios Wealth Advisors first reported a position in MORN in Q4 2020 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 317 funds tracked by Wall St. Rank hold MORN as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Morningstar position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 35 Morningstar shares in Q3 2021, an estimated $8K.
  • Arkadios Wealth Advisors first reported a position in Morningstar in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Morningstar position peaked at $8K in Q2 2021.
  • 317 funds tracked by Wall St. Rank held Morningstar as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.