Cetera Advisors’s Morningstar MORN Stock Holding History

Cetera Advisors’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
2024 Q1	$309K	Buy	+1,001	New	+$288K	﹤0.01%	1920

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cetera Advisors's MORN Position: Q1 2024 in Review

Cetera Advisors opened a new position in Morningstar (MORN) in Q1 2024: 1,001 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #1920 among its holdings.

385 funds tracked by Wall St. Rank hold MORN as of Q1 2024.

Cetera Advisors held 1,001 shares of Morningstar worth $309K as of Q1 2024.
Morningstar was a new Cetera Advisors position in Q1 2024.
Morningstar made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1920 holding.
385 funds tracked by Wall St. Rank held Morningstar as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.