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Carmel Capital Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-26
Closed -$1.97K – 477
2023
Q3 		$1.97K Buy
+26
New +$2.07K ﹤0.01% 631

Other funds holding MOAT

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 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

Carmel Capital Partners's MOAT Position: Q4 2023 in Review

Carmel Capital Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2023, closing a stake of 26 shares — an estimated $1.97K sold.

Carmel Capital Partners first reported a position in MOAT in Q3 2023 and held it in 1 quarter. The position peaked at $1.97K in Q3 2023. 617 funds tracked by Wall St. Rank hold MOAT as of Q4 2023.

  • Carmel Capital Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 26 VanEck Morningstar Wide Moat ETF shares in Q4 2023, an estimated $1.97K.
  • Carmel Capital Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's VanEck Morningstar Wide Moat ETF position peaked at $1.97K in Q3 2023.
  • 617 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.