FIA
MOHR

Foundations Investment Advisors’s Mohr Growth ETF MOHR Stock Holding History

Foundations Investment Advisors’s Portfolio MOHR Stock Details MOHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,874
Closed -$393K – 810
2024
Q1 		$393K Sell
17,874
-6,950
-28% -$146K 0.01% 517
2023
Q4 		$513K Buy
24,824
+594
+2% +$11.1K 0.01% 435
2023
Q3 		$445K Sell
24,230
-75,881
-76% -$1.48M 0.01% 416
2023
Q2 		$1.98M Buy
100,111
+46,812
+88% +$908K 0.07% 193
2023
Q1 		$1.04M Buy
53,299
+20,212
+61% +$393K 0.04% 234
2022
Q4 		$649K Sell
33,087
-374,938
-92% -$7.33M 0.03% 244
2022
Q3 		$7.99M Buy
+408,025
New +$8.26M 0.35% 40

Other funds holding MOHR

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors's MOHR Position: Q2 2024 in Review

Foundations Investment Advisors sold out of Mohr Growth ETF (MOHR) in Q2 2024, closing a stake of 17,874 shares — an estimated $393K sold.

Foundations Investment Advisors first reported a position in MOHR in Q3 2022 and held it in 7 quarters. The position peaked at $7.99M in Q3 2022. 7 funds tracked by Wall St. Rank hold MOHR as of Q2 2024.

  • Foundations Investment Advisors reported no remaining Mohr Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 17,874 Mohr Growth ETF shares in Q2 2024, an estimated $393K.
  • Foundations Investment Advisors first reported a position in Mohr Growth ETF in Q3 2022 and held it in 7 quarters.
  • Foundations Investment Advisors's Mohr Growth ETF position peaked at $7.99M in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Mohr Growth ETF as of Q2 2024.

Based on Foundations Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.