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BerganKDV Wealth Management’s Morningstar MORN Stock Holding History

BerganKDV 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
2022
Q4 		– Sell
-3
Closed -$1K – 1085
2022
Q3 		$1K Hold
3
– – ﹤0.01% 908
2022
Q2 		$1K Buy
+3
New +$756 ﹤0.01% 920

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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BerganKDV Wealth Management's MORN Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Morningstar (MORN) in Q4 2022, closing a stake of 3 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in MORN in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 316 funds tracked by Wall St. Rank hold MORN as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Morningstar position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 3 Morningstar shares in Q4 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Morningstar in Q2 2022 and held it in 2 quarters.
  • BerganKDV Wealth Management's Morningstar position peaked at $1K in Q3 2022.
  • 316 funds tracked by Wall St. Rank held Morningstar as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.