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Beacon Pointe Advisors’s Morningstar MORN Stock Holding History

Beacon Pointe 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
Q1 		– Sell
-1,128
Closed -$244K – 1184
2022
Q4 		$244K Sell
1,128
-13
-1% -$2.96K ﹤0.01% 939
2022
Q3 		$242K Sell
1,141
-45
-4% -$10.7K 0.01% 861
2022
Q2 		$284K Sell
1,186
-264
-18% -$66.5K 0.01% 845
2022
Q1 		$396K Buy
1,450
+280
+24% +$79.1K 0.01% 878
2021
Q4 		$400K Sell
1,170
-139
-11% -$43K 0.01% 631
2021
Q3 		$339K Hold
1,309
– – 0.01% 660
2021
Q2 		$337K Buy
+1,309
New +$318K 0.01% 624

Other funds holding MORN

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Beacon Pointe Advisors's MORN Position: Q1 2023 in Review

Beacon Pointe Advisors sold out of Morningstar (MORN) in Q1 2023, closing a stake of 1,128 shares — an estimated $244K sold.

Beacon Pointe Advisors first reported a position in MORN in Q2 2021 and held it in 7 quarters. The position peaked at $400K in Q4 2021. 301 funds tracked by Wall St. Rank hold MORN as of Q1 2023.

  • Beacon Pointe Advisors reported no remaining Morningstar position as of Q1 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 1,128 Morningstar shares in Q1 2023, an estimated $244K.
  • Beacon Pointe Advisors first reported a position in Morningstar in Q2 2021 and held it in 7 quarters.
  • Beacon Pointe Advisors's Morningstar position peaked at $400K in Q4 2021.
  • 301 funds tracked by Wall St. Rank held Morningstar as of Q1 2023.

Based on Beacon Pointe Advisors's 13F filing for Q1 2023, filed 12 May 2023.