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FinTrust Capital Advisors’s Morningstar MORN Stock Holding History

FinTrust Capital Advisors’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
2024
Q3 		$7.66K Hold
24
– – ﹤0.01% 999
2024
Q2 		$7.1K Hold
24
– – ﹤0.01% 972
2024
Q1 		$7.4K Buy
+24
New +$6.91K ﹤0.01% 909

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FinTrust Capital Advisors's MORN Position: Q3 2024 in Review

FinTrust Capital Advisors held its Morningstar (MORN) position steady in Q3 2024 at 24 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

FinTrust Capital Advisors first reported a position in MORN in Q1 2024 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold MORN as of Q3 2024.

  • FinTrust Capital Advisors held 24 shares of Morningstar worth $7.66K as of Q3 2024.
  • FinTrust Capital Advisors left its Morningstar share count unchanged in Q3 2024.
  • Morningstar made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #999 holding.
  • FinTrust Capital Advisors first reported a position in Morningstar in Q1 2024 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held Morningstar as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.