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Colonial Trust Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Colonial Trust Advisors’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
Q1 		– Sell
-80
Closed -$6.79K – 1060
2023
Q4 		$6.79K Hold
80
– – ﹤0.01% 561
2023
Q3 		$6.07K Hold
80
– – ﹤0.01% 580
2023
Q2 		$6.38K Hold
80
– – ﹤0.01% 590
2023
Q1 		$5.91K Hold
80
– – ﹤0.01% 594
2022
Q4 		$5.19K Buy
+80
New +$5.19K ﹤0.01% 610

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

Colonial Trust Advisors's MOAT Position: Q1 2024 in Review

Colonial Trust Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2024, closing a stake of 80 shares — an estimated $6.79K sold.

Colonial Trust Advisors first reported a position in MOAT in Q4 2022 and held it in 5 quarters. The position peaked at $6.79K in Q4 2023. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

  • Colonial Trust Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 80 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $6.79K.
  • Colonial Trust Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and held it in 5 quarters.
  • Colonial Trust Advisors's VanEck Morningstar Wide Moat ETF position peaked at $6.79K in Q4 2023.
  • 634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on Colonial Trust Advisors's 13F filing for Q1 2024, filed 14 May 2024.