HCR Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

HCR Wealth Advisors’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 Q2	–	Sell	-8,021	Closed	-$599K	–	191
2022 Q1	$599K	Sell	8,021 -540	-6%	-$39.8K	0.1%	113
2021 Q4	$652K	Buy	8,561 +557	+7%	+$42.2K	0.1%	120
2021 Q3	$586K	Buy	+8,004	New	+$602K	0.1%	121
2021 Q1	–	Sell	-1,406	Closed	-$87K	–	238
2020 Q4	$87K	Buy	1,406 +32	+2%	+$1.89K	0.02%	190
2020 Q3	$75K	Buy	1,374 +6	+0.4%	+$328	0.02%	172
2020 Q2	$72K	Sell	1,368 -447	-25%	-$22.3K	0.02%	171
2020 Q1	$79K	Sell	1,815 -384	-17%	-$19.7K	0.02%	163
2019 Q4	$120K	Buy	+2,199	New	+$116K	0.03%	163

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HCR Wealth Advisors's MOAT Position: Q2 2022 in Review

HCR Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2022, closing a stake of 8,021 shares — an estimated $599K sold.

HCR Wealth Advisors first reported a position in MOAT in Q4 2019 and held it in 8 quarters. The position peaked at $652K in Q4 2021. 343 funds tracked by Wall St. Rank hold MOAT as of Q2 2022.

HCR Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2022 after selling out during the quarter.
HCR Wealth Advisors sold 8,021 VanEck Morningstar Wide Moat ETF shares in Q2 2022, an estimated $599K.
HCR Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and held it in 8 quarters.
HCR Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $652K in Q4 2021.
343 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2022.

Based on HCR Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.