BDO Wealth Advisors’s Morningstar MORN Stock Holding History

BDO 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
2023 Q2	–	Sell	-29	Closed	-$5.89K	–	1039
2023 Q1	$5.89K	Buy	+29	New	+$6.38K	﹤0.01%	778
2022 Q3	–	Sell	-18	Closed	-$4K	–	1096
2022 Q2	$4K	Hold	18	–	–	﹤0.01%	820
2022 Q1	$5K	Hold	18	–	–	﹤0.01%	823
2021 Q4	$6K	Hold	18	–	–	﹤0.01%	803
2021 Q3	$5K	Hold	18	–	–	﹤0.01%	826
2021 Q2	$5K	Hold	18	–	–	﹤0.01%	861
2021 Q1	$4K	Hold	18	–	–	﹤0.01%	886
2020 Q4	$4K	Hold	18	–	–	﹤0.01%	669
2020 Q3	$3K	Buy	+18	New	+$2.84K	﹤0.01%	638

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BDO Wealth Advisors's MORN Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Morningstar (MORN) in Q2 2023, closing a stake of 29 shares — an estimated $5.89K sold.

BDO Wealth Advisors first reported a position in MORN in Q3 2020 and held it in 9 quarters. The position peaked at $6K in Q4 2021. 294 funds tracked by Wall St. Rank hold MORN as of Q2 2023.

BDO Wealth Advisors reported no remaining Morningstar position as of Q2 2023 after selling out during the quarter.
BDO Wealth Advisors sold 29 Morningstar shares in Q2 2023, an estimated $5.89K.
BDO Wealth Advisors first reported a position in Morningstar in Q3 2020 and held it in 9 quarters.
BDO Wealth Advisors's Morningstar position peaked at $6K in Q4 2021.
294 funds tracked by Wall St. Rank held Morningstar as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.