Icon Wealth Partners’s Morningstar MORN Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-20	Closed	-$3K	–	544
2019 Q1	$3K	Buy	+20	New	+$2.4K	﹤0.01%	809

Other funds holding MORN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Icon Wealth Partners's MORN Position: Q2 2019 in Review

Icon Wealth Partners sold out of Morningstar (MORN) in Q2 2019, closing a stake of 20 shares — an estimated $3K sold.

Icon Wealth Partners first reported a position in MORN in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 234 funds tracked by Wall St. Rank hold MORN as of Q2 2019.

Icon Wealth Partners reported no remaining Morningstar position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 20 Morningstar shares in Q2 2019, an estimated $3K.
Icon Wealth Partners first reported a position in Morningstar in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's Morningstar position peaked at $3K in Q1 2019.
234 funds tracked by Wall St. Rank held Morningstar as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.