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Cary Street Partners Investment Advisory’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-55,779
Closed -$5.41M – 667
2024
Q3 		$5.41M Buy
55,779
+955
+2% +$87.3K 0.2% 125
2024
Q2 		$4.75M Sell
54,824
-14,677
-21% -$1.28M 0.19% 128
2024
Q1 		$6.25M Buy
69,501
+2,354
+4% +$202K 0.26% 100
2023
Q4 		$5.7M Buy
67,147
+21,384
+47% +$1.66M 0.27% 100
2023
Q3 		$3.47M Buy
45,763
+1,576
+4% +$125K 0.19% 150
2023
Q2 		$3.53M Buy
44,187
+1,891
+4% +$142K 0.23% 123
2023
Q1 		$3.12M Sell
42,296
-8,324
-16% -$591K 0.22% 121
2022
Q4 		$3.29M Sell
50,620
-1,129
-2% -$73.2K 0.24% 109
2022
Q3 		$3.1M Sell
51,749
-2,583
-5% -$174K 0.26% 102
2022
Q2 		$3.46M Sell
54,332
-401
-0.7% -$27.5K 0.29% 90
2022
Q1 		$4.09M Buy
54,733
+3,099
+6% +$228K 1.12% 16
2021
Q4 		$3.93M Buy
51,634
+8,986
+21% +$681K 1.09% 20
2021
Q3 		$3.12M Buy
42,648
+1,668
+4% +$126K 1.02% 24
2021
Q2 		$3.04M Buy
40,980
+3,860
+10% +$281K 0.98% 24
2021
Q1 		$2.57M Sell
37,120
-4,256
-10% -$280K 1.06% 21
2020
Q4 		$2.56M Buy
41,376
+13,047
+46% +$769K 0.49% 49
2020
Q3 		$1.55M Buy
28,329
+11,517
+69% +$629K 0.33% 87
2020
Q2 		$878K Buy
16,812
+1,127
+7% +$56.1K 1.25% 20
2020
Q1 		$686K Sell
15,685
-324
-2% -$16.7K 1.6% 18
2019
Q4 		$877K Buy
+16,009
New +$847K 0.96% 30

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 $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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 $79.5B AUM 27.1% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cary Street Partners Investment Advisory's MOAT Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 55,779 shares — an estimated $5.41M sold.

Cary Street Partners Investment Advisory first reported a position in MOAT in Q4 2019 and held it in 20 quarters. The position peaked at $6.25M in Q1 2024. 714 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 55,779 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $5.41M.
  • Cary Street Partners Investment Advisory first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and held it in 20 quarters.
  • Cary Street Partners Investment Advisory's VanEck Morningstar Wide Moat ETF position peaked at $6.25M in Q1 2024.
  • 714 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.