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Atlas Private Wealth Advisors’s Morningstar MORN Stock Holding History

Atlas Private 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
Q2 		– Sell
-11
Closed -$2K – 881
2021
Q1 		$2K Buy
11
+4
+57% +$937 ﹤0.01% 741
2020
Q4 		$2K Buy
+7
New +$1.39K ﹤0.01% 646

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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Atlas Private Wealth Advisors's MORN Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Morningstar (MORN) in Q2 2021, closing a stake of 11 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in MORN in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 295 funds tracked by Wall St. Rank hold MORN as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Morningstar position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 11 Morningstar shares in Q2 2021, an estimated $2K.
  • Atlas Private Wealth Advisors first reported a position in Morningstar in Q4 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Morningstar position peaked at $2K in Q1 2021.
  • 295 funds tracked by Wall St. Rank held Morningstar as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.