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BNC Wealth Management’s Morningstar MORN Stock Holding History

BNC 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
2021
Q2 		– Sell
-950
Closed -$214K – 94
2021
Q1 		$214K Hold
950
– – 0.15% 76
2020
Q4 		$220K Hold
950
– – 0.14% 89
2020
Q3 		$153K Buy
+950
New +$150K 0.11% 93

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BNC Wealth Management's MORN Position: Q2 2021 in Review

BNC Wealth Management sold out of Morningstar (MORN) in Q2 2021, closing a stake of 950 shares — an estimated $214K sold.

BNC Wealth Management first reported a position in MORN in Q3 2020 and held it in 3 quarters. The position peaked at $220K in Q4 2020. 295 funds tracked by Wall St. Rank hold MORN as of Q2 2021.

  • BNC Wealth Management reported no remaining Morningstar position as of Q2 2021 after selling out during the quarter.
  • BNC Wealth Management sold 950 Morningstar shares in Q2 2021, an estimated $214K.
  • BNC Wealth Management first reported a position in Morningstar in Q3 2020 and held it in 3 quarters.
  • BNC Wealth Management's Morningstar position peaked at $220K in Q4 2020.
  • 295 funds tracked by Wall St. Rank held Morningstar as of Q2 2021.

Based on BNC Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.