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CFS Investment Advisory Services’s Morningstar MORN Stock Holding History

CFS Investment Advisory Services’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
2022
Q2 		– Sell
-34,966
Closed – – 410
2022
Q1 		$0 Buy
+34,966
New +$9.88M ﹤0.01% 497

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CFS Investment Advisory Services's MORN Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Morningstar (MORN) in Q2 2022, closing a stake of 34,966 shares.

CFS Investment Advisory Services first reported a position in MORN in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 324 funds tracked by Wall St. Rank hold MORN as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining Morningstar position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 34,966 Morningstar shares in Q2 2022.
  • CFS Investment Advisory Services first reported a position in Morningstar in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Morningstar position peaked at $0 in Q1 2022.
  • 324 funds tracked by Wall St. Rank held Morningstar as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.