Concord Wealth Partners’s Morningstar MORN Stock Holding History

Concord Wealth Partners’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
2023 Q4	–	Sell	-10	Closed	-$2.34K	–	945
2023 Q3	$2.34K	Hold	10	–	–	﹤0.01%	847
2023 Q2	$1.96K	Hold	10	–	–	﹤0.01%	871
2023 Q1	$2.03K	Hold	10	–	–	﹤0.01%	806
2022 Q4	$2.17K	Buy	+10	New	+$2.28K	﹤0.01%	919
2022 Q3	–	Sell	-10	Closed	-$2K	–	740
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	1036
2022 Q1	$3K	Hold	10	–	–	﹤0.01%	1032
2021 Q4	$3K	Hold	10	–	–	﹤0.01%	1066
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	695
2021 Q2	$3K	Hold	10	–	–	﹤0.01%	829
2021 Q1	$2K	Buy	+10	New	+$2.34K	﹤0.01%	836

Other funds holding MORN

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Concord Wealth Partners's MORN Position: Q4 2023 in Review

Concord Wealth Partners sold out of Morningstar (MORN) in Q4 2023, closing a stake of 10 shares — an estimated $2.34K sold.

Concord Wealth Partners first reported a position in MORN in Q1 2021 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 353 funds tracked by Wall St. Rank hold MORN as of Q4 2023.

Concord Wealth Partners reported no remaining Morningstar position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 10 Morningstar shares in Q4 2023, an estimated $2.34K.
Concord Wealth Partners first reported a position in Morningstar in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's Morningstar position peaked at $3K in Q1 2022.
353 funds tracked by Wall St. Rank held Morningstar as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.