Koshinski Asset Management
MORN icon

Koshinski Asset Management’s Morningstar MORN Stock Holding History

Koshinski Asset Management’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
2022
Q2 		– Sell
-143
Closed -$39.1K – 1449
2022
Q1 		$39.1K Hold
143
– – ﹤0.01% 1206
2021
Q4 		$48.9K Hold
143
– – ﹤0.01% 1139
2021
Q3 		$37K Buy
+143
New +$37.6K ﹤0.01% 1232

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Bank of America
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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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Koshinski Asset Management's MORN Position: Q2 2022 in Review

Koshinski Asset Management sold out of Morningstar (MORN) in Q2 2022, closing a stake of 143 shares — an estimated $39.1K sold.

Koshinski Asset Management first reported a position in MORN in Q3 2021 and held it in 3 quarters. The position peaked at $48.9K in Q4 2021. 324 funds tracked by Wall St. Rank hold MORN as of Q2 2022.

  • Koshinski Asset Management reported no remaining Morningstar position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 143 Morningstar shares in Q2 2022, an estimated $39.1K.
  • Koshinski Asset Management first reported a position in Morningstar in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Morningstar position peaked at $48.9K in Q4 2021.
  • 324 funds tracked by Wall St. Rank held Morningstar as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.