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

Balyasny Asset Management’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
2022
Q2 		– Sell
-32,689
Closed -$2.44M – 3009
2022
Q1 		$2.44M Buy
+32,689
New +$2.41M 0.01% 1292

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

Balyasny Asset Management's MOAT Position: Q2 2022 in Review

Balyasny Asset Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2022, closing a stake of 32,689 shares — an estimated $2.44M sold.

Balyasny Asset Management first reported a position in MOAT in Q1 2022 and held it in 1 quarter. The position peaked at $2.44M in Q1 2022. 343 funds tracked by Wall St. Rank hold MOAT as of Q2 2022.

  • Balyasny Asset Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2022 after selling out during the quarter.
  • Balyasny Asset Management sold 32,689 VanEck Morningstar Wide Moat ETF shares in Q2 2022, an estimated $2.44M.
  • Balyasny Asset Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and held it in 1 quarter.
  • Balyasny Asset Management's VanEck Morningstar Wide Moat ETF position peaked at $2.44M in Q1 2022.
  • 343 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2022.

Based on Balyasny Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.