Castle Wealth Management’s VanEck Agribusiness ETF MOO Stock Holding History

Castle Wealth Management’s Portfolio MOO Stock Details MOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,542	Closed	-$205K	–	418
2022 Q3	$205K	Sell	2,542 -32,674	-93%	-$2.9M	0.12%	104
2022 Q2	$3.04M	Buy	+35,216	New	+$3.43M	1.77%	12

Other funds holding MOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Castle Wealth Management's MOO Position: Q4 2022 in Review

Castle Wealth Management sold out of VanEck Agribusiness ETF (MOO) in Q4 2022, closing a stake of 2,542 shares — an estimated $205K sold.

Castle Wealth Management first reported a position in MOO in Q2 2022 and held it in 2 quarters. The position peaked at $3.04M in Q2 2022. 256 funds tracked by Wall St. Rank hold MOO as of Q4 2022.

Castle Wealth Management reported no remaining VanEck Agribusiness ETF position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 2,542 VanEck Agribusiness ETF shares in Q4 2022, an estimated $205K.
Castle Wealth Management first reported a position in VanEck Agribusiness ETF in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's VanEck Agribusiness ETF position peaked at $3.04M in Q2 2022.
256 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.