AI
MOTI icon

Atria Investments’s VanEck Morningstar International Moat ETF MOTI Stock Holding History

Atria Investments’s Portfolio MOTI Stock Details MOTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,144
Closed -$318K – 2001
2024
Q2 		$318K Buy
+10,144
New +$323K ﹤0.01% 1556

Other funds holding MOTI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Atria Investments's MOTI Position: Q3 2024 in Review

Atria Investments sold out of VanEck Morningstar International Moat ETF (MOTI) in Q3 2024, closing a stake of 10,144 shares — an estimated $318K sold.

Atria Investments first reported a position in MOTI in Q2 2024 and held it in 1 quarter. The position peaked at $318K in Q2 2024. 52 funds tracked by Wall St. Rank hold MOTI as of Q3 2024.

  • Atria Investments reported no remaining VanEck Morningstar International Moat ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 10,144 VanEck Morningstar International Moat ETF shares in Q3 2024, an estimated $318K.
  • Atria Investments first reported a position in VanEck Morningstar International Moat ETF in Q2 2024 and held it in 1 quarter.
  • Atria Investments's VanEck Morningstar International Moat ETF position peaked at $318K in Q2 2024.
  • 52 funds tracked by Wall St. Rank held VanEck Morningstar International Moat ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.