BCGM Wealth Management’s Morningstar MORN Stock Holding History

BCGM Wealth Management’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
2024 Q3	–	Sell	-4,460	Closed	-$1.32M	–	157
2024 Q2	$1.32M	Sell	4,460 -40	-0.9%	-$11.8K	0.46%	56
2024 Q1	$1.39M	Buy	4,500 +192	+4%	+$55.3K	0.5%	53
2023 Q4	$1.23M	Buy	4,308 +73	+2%	+$19K	0.5%	50
2023 Q3	$992K	Buy	4,235 +323	+8%	+$72.9K	0.46%	52
2023 Q2	$767K	Buy	3,912 +359	+10%	+$71.1K	0.34%	58
2023 Q1	$721K	Buy	3,553 +79	+2%	+$17.4K	0.36%	58
2022 Q4	$752K	Sell	3,474 -456	-12%	-$104K	0.37%	59
2022 Q3	$914K	Buy	3,930 +282	+8%	+$67.1K	0.46%	49
2022 Q2	$932K	Buy	3,648 +47	+1%	+$11.8K	0.47%	47
2022 Q1	$912K	Buy	3,601 +360	+11%	+$102K	0.5%	48
2021 Q4	$1.11M	Buy	3,241 +198	+7%	+$61.3K	0.6%	39
2021 Q3	$964K	Buy	3,043 +408	+15%	+$107K	0.54%	47
2021 Q2	$666K	Buy	2,635 +305	+13%	+$74K	0.39%	57
2021 Q1	$549K	Buy	2,330 +451	+24%	+$106K	0.38%	56
2020 Q4	$466K	Buy	+1,879	New	+$373K	0.33%	53

Other funds holding MORN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Bank of America

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return