AMC
MOAT icon

Asset Management Corp’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Asset Management Corp’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 		$3.48M Buy
47,143
+2,516
+6% +$179K 2.73% 6
2022
Q4 		$2.9M Buy
44,627
+2,561
+6% +$166K 2.43% 6
2022
Q3 		$2.52M Buy
42,066
+7,140
+20% +$480K 1.51% 13
2022
Q2 		$2.23M Buy
34,926
+3,080
+10% +$211K 1.44% 14
2022
Q1 		$2.38M Sell
31,846
-287
-0.9% -$21.1K 1.19% 20
2021
Q4 		$2.45M Buy
32,133
+1,356
+4% +$103K 1.21% 17
2021
Q3 		$2.25M Buy
30,777
+5,665
+23% +$426K 1.13% 18
2021
Q2 		$1.86M Buy
25,112
+2,943
+13% +$214K 1.07% 23
2021
Q1 		$1.54K Sell
22,169
-496
-2% -$32.7K 0.66% 30
2020
Q4 		$1.45M Buy
22,665
+471
+2% +$27.7K 0.81% 31
2020
Q3 		$1.21M Hold
22,194
– – 0.74% 27
2020
Q2 		$1.16M Sell
22,194
-1,030
-4% -$51.3K 0.74% 24
2020
Q1 		$1.02M Buy
23,224
+1,090
+5% +$56K 0.91% 23
2019
Q4 		$1.21M Buy
+22,134
New +$1.17M 0.86% 29

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 $1.05B AUM 16.69% 1-Year Est. Return

Asset Management Corp's MOAT Position: Q1 2023 in Review

Asset Management Corp increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.6% in Q1 2023, buying an estimated $179K and bringing the position to 47,143 shares worth $3.48M. The position accounts for 2.73% of the portfolio, ranked #6.

Asset Management Corp first reported a position in MOAT in Q4 2019 and has held it in 14 quarters since. 379 funds tracked by Wall St. Rank hold MOAT as of Q1 2023.

  • Asset Management Corp held 47,143 shares of VanEck Morningstar Wide Moat ETF worth $3.48M as of Q1 2023.
  • Asset Management Corp bought 2,516 VanEck Morningstar Wide Moat ETF shares in Q1 2023, an estimated $179K.
  • VanEck Morningstar Wide Moat ETF made up 2.73% of Asset Management Corp's portfolio in Q1 2023, its #6 holding.
  • Asset Management Corp first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 14 quarters since.
  • 379 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.