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Cedar Brook Financial Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-25,352
Closed -$2.28M – 262
2024
Q1 		$2.28M Buy
25,352
+471
+2% +$40.4K 0.45% 53
2023
Q4 		$2.08M Buy
24,881
+2,100
+9% +$163K 0.46% 53
2023
Q3 		$1.73M Buy
22,781
+1,170
+5% +$93.2K 0.45% 55
2023
Q2 		$1.72M Buy
21,611
+4,870
+29% +$367K 0.41% 59
2023
Q1 		$1.24M Buy
16,741
+668
+4% +$47.4K 0.32% 81
2022
Q4 		$1.04M Buy
16,073
+50
+0.3% +$3.24K 0.29% 95
2022
Q3 		$961K Buy
16,023
+1,211
+8% +$81.4K 0.31% 82
2022
Q2 		$944K Buy
14,812
+217
+1% +$14.9K 0.3% 90
2022
Q1 		$1.09M Sell
14,595
-1,665
-10% -$123K 0.28% 83
2021
Q4 		$1.24M Sell
16,260
-3,600
-18% -$273K 0.32% 80
2021
Q3 		$1.46M Buy
19,860
+800
+4% +$60.2K 0.44% 60
2021
Q2 		$1.41M Sell
19,060
-138
-0.7% -$10K 0.41% 64
2021
Q1 		$1.33M Buy
19,198
+978
+5% +$64.4K 0.46% 55
2020
Q4 		$1.13M Buy
18,220
+940
+5% +$55.4K 0.4% 66
2020
Q3 		$943K Hold
17,280
– – 0.37% 70
2020
Q2 		$903K Buy
17,280
+4,043
+31% +$201K 0.4% 68
2020
Q1 		$579K Buy
13,237
+411
+3% +$21.1K 0.32% 89
2019
Q4 		$703K Buy
12,826
+4,356
+51% +$231K 0.3% 95
2019
Q3 		$425K Buy
8,470
+1,228
+17% +$60.2K 0.19% 164
2019
Q2 		$348K Sell
7,242
-242
-3% -$11.5K 0.16% 183
2019
Q1 		$349K Sell
7,484
-21
-0.3% -$949 0.17% 180
2018
Q4 		$309K Buy
+7,505
New +$334K 0.19% 168

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 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
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

Cedar Brook Financial Partners's MOAT Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2024, closing a stake of 25,352 shares — an estimated $2.28M sold.

Cedar Brook Financial Partners first reported a position in MOAT in Q4 2018 and held it in 22 quarters. The position peaked at $2.28M in Q1 2024. 658 funds tracked by Wall St. Rank hold MOAT as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 25,352 VanEck Morningstar Wide Moat ETF shares in Q2 2024, an estimated $2.28M.
  • Cedar Brook Financial Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's VanEck Morningstar Wide Moat ETF position peaked at $2.28M in Q1 2024.
  • 658 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.