Avidian Wealth Enterprises’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Avidian Wealth Enterprises’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	-35,696	Closed	-$2.32M	–	492
2022 Q4	$2.32M	Buy	+35,696	New	+$2.32M	0.15%	112
2021 Q1	–	Sell	-113,098	Closed	-$7.01M	–	387
2020 Q4	$7.01M	Buy	113,098 +6,740	+6%	+$397K	0.66%	37
2020 Q3	$5.81M	Buy	106,358 +5,599	+6%	+$306K	0.66%	37
2020 Q2	$5.26M	Buy	+100,759	New	+$5.02M	0.71%	34

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

SFBLI

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

Avidian Wealth Enterprises's MOAT Position: Q1 2023 in Review

Avidian Wealth Enterprises sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2023, closing a stake of 35,696 shares — an estimated $2.32M sold.

Avidian Wealth Enterprises first reported a position in MOAT in Q2 2020 and held it in 4 quarters. The position peaked at $7.01M in Q4 2020. 379 funds tracked by Wall St. Rank hold MOAT as of Q1 2023.

Avidian Wealth Enterprises reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 35,696 VanEck Morningstar Wide Moat ETF shares in Q1 2023, an estimated $2.32M.
Avidian Wealth Enterprises first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2020 and held it in 4 quarters.
Avidian Wealth Enterprises's VanEck Morningstar Wide Moat ETF position peaked at $7.01M in Q4 2020.
379 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2023, filed 8 May 2023.