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Concord Wealth Partners’s VanEck Agribusiness ETF MOO Stock Holding History

Concord Wealth Partners’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
2024
Q3 		– Sell
-10
Closed -$701 – 995
2024
Q2 		$701 Buy
+10
New +$724 ﹤0.01% 745

Other funds holding MOO

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Concord Wealth Partners's MOO Position: Q3 2024 in Review

Concord Wealth Partners sold out of VanEck Agribusiness ETF (MOO) in Q3 2024, closing a stake of 10 shares — an estimated $701 sold.

Concord Wealth Partners first reported a position in MOO in Q2 2024 and held it in 1 quarter. The position peaked at $701 in Q2 2024. 178 funds tracked by Wall St. Rank hold MOO as of Q3 2024.

  • Concord Wealth Partners reported no remaining VanEck Agribusiness ETF position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 10 VanEck Agribusiness ETF shares in Q3 2024, an estimated $701.
  • Concord Wealth Partners first reported a position in VanEck Agribusiness ETF in Q2 2024 and held it in 1 quarter.
  • Concord Wealth Partners's VanEck Agribusiness ETF position peaked at $701 in Q2 2024.
  • 178 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.