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Bleakley Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Bleakley Financial Group’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
2024
Q3 		– Sell
-14,675
Closed -$1.27M – 1068
2024
Q2 		$1.27M Buy
14,675
+474
+3% +$41.2K 0.04% 365
2024
Q1 		$1.28M Buy
14,201
+134
+1% +$11.5K 0.04% 382
2023
Q4 		$1.19M Buy
+14,067
New +$1.09M 0.04% 363

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bleakley Financial Group's MOAT Position: Q3 2024 in Review

Bleakley Financial Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2024, closing a stake of 14,675 shares — an estimated $1.27M sold.

Bleakley Financial Group first reported a position in MOAT in Q4 2023 and held it in 3 quarters. The position peaked at $1.28M in Q1 2024. 672 funds tracked by Wall St. Rank hold MOAT as of Q3 2024.

  • Bleakley Financial Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 14,675 VanEck Morningstar Wide Moat ETF shares in Q3 2024, an estimated $1.27M.
  • Bleakley Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 3 quarters.
  • Bleakley Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $1.28M in Q1 2024.
  • 672 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2024.

Based on Bleakley Financial Group's 13F filing for Q3 2024, filed 16 Oct 2024.