Credit Suisse’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Credit Suisse’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	-26,240	Closed	-$2.23M	–	3003
2023 Q4	$2.23M	Hold	26,240	–	–	﹤0.01%	1816
2023 Q3	$1.99M	Hold	26,240	–	–	﹤0.01%	1840
2023 Q2	$2.09M	Buy	26,240 +1,590	+6%	+$120K	﹤0.01%	1882
2023 Q1	$1.82M	Sell	24,650 -205	-0.8%	-$14.6K	﹤0.01%	1942
2022 Q4	$1.61M	Sell	24,855 -1,140	-4%	-$73.9K	﹤0.01%	2007
2022 Q3	$1.56M	Sell	25,995 -10,585	-29%	-$712K	﹤0.01%	2020
2022 Q2	$2.33M	Buy	36,580 +3,565	+11%	+$245K	﹤0.01%	1805
2022 Q1	$2.47M	Buy	33,015 +2,785	+9%	+$205K	﹤0.01%	1944
2021 Q4	$2.3M	Buy	30,230 +18,300	+153%	+$1.39M	﹤0.01%	2684
2021 Q3	$874K	Buy	+11,930	New	+$898K	﹤0.01%	3447

Other funds holding MOAT

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

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse's MOAT Position: Q1 2024 in Review

Credit Suisse sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2024, closing a stake of 26,240 shares — an estimated $2.23M sold.

Credit Suisse first reported a position in MOAT in Q3 2021 and held it in 10 quarters. The position peaked at $2.47M in Q1 2022. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

Credit Suisse reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2024 after selling out during the quarter.
Credit Suisse sold 26,240 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $2.23M.
Credit Suisse first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and held it in 10 quarters.
Credit Suisse's VanEck Morningstar Wide Moat ETF position peaked at $2.47M in Q1 2022.
634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.