FCH
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Freestone Capital Holdings’s Morningstar MORN Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-15
Closed -$3.47K – 830
2020
Q4 		$3.47K Hold
15
– – ﹤0.01% 1058
2020
Q3 		$2.41K Buy
+15
New +$2.37K ﹤0.01% 1008

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BAMCO Inc
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ACM
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BlackRock
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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Freestone Capital Holdings's MORN Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Morningstar (MORN) in Q1 2021, closing a stake of 15 shares — an estimated $3.47K sold.

Freestone Capital Holdings first reported a position in MORN in Q3 2020 and held it in 2 quarters. The position peaked at $3.47K in Q4 2020. 308 funds tracked by Wall St. Rank hold MORN as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Morningstar position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 15 Morningstar shares in Q1 2021, an estimated $3.47K.
  • Freestone Capital Holdings first reported a position in Morningstar in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Morningstar position peaked at $3.47K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held Morningstar as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.