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Insight Wealth Strategies’s Morningstar MORN Stock Holding History

Insight Wealth Strategies’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
-3,372
Closed -$425K – 165
2019
Q1 		$425K Buy
3,372
+85
+3% +$10.2K 0.12% 106
2018
Q4 		$361K Buy
+3,287
New +$385K 0.11% 106

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Insight Wealth Strategies's MORN Position: Q2 2019 in Review

Insight Wealth Strategies sold out of Morningstar (MORN) in Q2 2019, closing a stake of 3,372 shares — an estimated $425K sold.

Insight Wealth Strategies first reported a position in MORN in Q4 2018 and held it in 2 quarters. The position peaked at $425K in Q1 2019. 234 funds tracked by Wall St. Rank hold MORN as of Q2 2019.

  • Insight Wealth Strategies reported no remaining Morningstar position as of Q2 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,372 Morningstar shares in Q2 2019, an estimated $425K.
  • Insight Wealth Strategies first reported a position in Morningstar in Q4 2018 and held it in 2 quarters.
  • Insight Wealth Strategies's Morningstar position peaked at $425K in Q1 2019.
  • 234 funds tracked by Wall St. Rank held Morningstar as of Q2 2019.

Based on Insight Wealth Strategies's 13F filing for Q2 2019, filed 6 Aug 2019.