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FirstPurpose Wealth’s Morningstar MORN Stock Holding History

FirstPurpose Wealth’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
Q1 		$298K Buy
953
+225
+31% +$64.8K 0.11% 161
2023
Q4 		$208K Buy
+728
New +$190K 0.08% 201

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

FirstPurpose Wealth's MORN Position: Q1 2024 in Review

FirstPurpose Wealth increased its Morningstar (MORN) stake by 31% in Q1 2024, buying an estimated $64.8K and bringing the position to 953 shares worth $298K. The position accounts for 0.11% of the portfolio, ranked #161.

FirstPurpose Wealth first reported a position in MORN in Q4 2023 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold MORN as of Q1 2024.

  • FirstPurpose Wealth held 953 shares of Morningstar worth $298K as of Q1 2024.
  • FirstPurpose Wealth bought 225 Morningstar shares in Q1 2024, an estimated $64.8K.
  • Morningstar made up 0.11% of FirstPurpose Wealth's portfolio in Q1 2024, its #161 holding.
  • FirstPurpose Wealth first reported a position in Morningstar in Q4 2023 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held Morningstar as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.