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CWA Asset Management Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

CWA Asset Management Group’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
2023
Q3 		– Sell
-5,819
Closed -$464K – 371
2023
Q2 		$464K Buy
+5,819
New +$438K 0.03% 226

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWA Asset Management Group's MOAT Position: Q3 2023 in Review

CWA Asset Management Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2023, closing a stake of 5,819 shares — an estimated $464K sold.

CWA Asset Management Group first reported a position in MOAT in Q2 2023 and held it in 1 quarter. The position peaked at $464K in Q2 2023. 520 funds tracked by Wall St. Rank hold MOAT as of Q3 2023.

  • CWA Asset Management Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2023 after selling out during the quarter.
  • CWA Asset Management Group sold 5,819 VanEck Morningstar Wide Moat ETF shares in Q3 2023, an estimated $464K.
  • CWA Asset Management Group first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 1 quarter.
  • CWA Asset Management Group's VanEck Morningstar Wide Moat ETF position peaked at $464K in Q2 2023.
  • 520 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2023.

Based on CWA Asset Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.