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Dmitry Balyasny’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Dmitry Balyasny’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
2022
Q2 		– Sell
-32,689
Closed -$2.44M – 3009
2022
Q1 		$2.44M Buy
+32,689
New +$2.41M 0.01% 1292

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Dmitry Balyasny's MOAT Position: Q2 2022 in Review

Dmitry Balyasny sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2022, closing a stake of 32,689 shares — an estimated $2.44M sold.

Dmitry Balyasny first reported a position in MOAT in Q1 2022 and held it in 1 quarter. The position peaked at $2.44M in Q1 2022. 343 funds tracked by Wall St. Rank hold MOAT as of Q2 2022.

  • Dmitry Balyasny reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2022 after selling out during the quarter.
  • Dmitry Balyasny sold 32,689 VanEck Morningstar Wide Moat ETF shares in Q2 2022, an estimated $2.44M.
  • Dmitry Balyasny first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and held it in 1 quarter.
  • Dmitry Balyasny's VanEck Morningstar Wide Moat ETF position peaked at $2.44M in Q1 2022.
  • 343 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2022.

Based on Balyasny Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.