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GM Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

GM Advisory Group’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
Q1 		– Sell
-6,771
Closed -$515K – 213
2021
Q4 		$515K Sell
6,771
-145
-2% -$11K 0.05% 127
2021
Q3 		$507K Buy
6,916
+463
+7% +$34.9K 0.05% 125
2021
Q2 		$478K Hold
6,453
– – 0.05% 131
2021
Q1 		$447K Sell
6,453
-1,165
-15% -$76.8K 0.05% 126
2020
Q4 		$472K Buy
7,618
+831
+12% +$49K 0.06% 108
2020
Q3 		$371K Sell
6,787
-671
-9% -$36.7K 0.06% 114
2020
Q2 		$390K Buy
7,458
+762
+11% +$37.9K 0.07% 116
2020
Q1 		$293K Buy
6,696
+406
+6% +$20.9K 0.08% 97
2019
Q4 		$345K Buy
6,290
+200
+3% +$10.6K 0.11% 62
2019
Q3 		$305K Buy
6,090
+500
+9% +$24.5K 0.09% 76
2019
Q2 		$268K Buy
5,590
+735
+15% +$34.8K 0.08% 85
2019
Q1 		$226K Buy
+4,855
New +$219K 0.07% 96

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

GM Advisory Group's MOAT Position: Q1 2022 in Review

GM Advisory Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2022, closing a stake of 6,771 shares — an estimated $515K sold.

GM Advisory Group first reported a position in MOAT in Q1 2019 and held it in 12 quarters. The position peaked at $515K in Q4 2021. 347 funds tracked by Wall St. Rank hold MOAT as of Q1 2022.

  • GM Advisory Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2022 after selling out during the quarter.
  • GM Advisory Group sold 6,771 VanEck Morningstar Wide Moat ETF shares in Q1 2022, an estimated $515K.
  • GM Advisory Group first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2019 and held it in 12 quarters.
  • GM Advisory Group's VanEck Morningstar Wide Moat ETF position peaked at $515K in Q4 2021.
  • 347 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2022.

Based on GM Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.