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Laird Norton Wetherby Trust Company’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Laird Norton Wetherby Trust Company’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
-3,950
Closed -$295K – 164
2022
Q1 		$295K Buy
+3,950
New +$291K 0.03% 148

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RJFSA
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RJA
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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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

Laird Norton Wetherby Trust Company's MOAT Position: Q2 2022 in Review

Laird Norton Wetherby Trust Company sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2022, closing a stake of 3,950 shares — an estimated $295K sold.

Laird Norton Wetherby Trust Company first reported a position in MOAT in Q1 2022 and held it in 1 quarter. The position peaked at $295K in Q1 2022. 343 funds tracked by Wall St. Rank hold MOAT as of Q2 2022.

  • Laird Norton Wetherby Trust Company reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2022 after selling out during the quarter.
  • Laird Norton Wetherby Trust Company sold 3,950 VanEck Morningstar Wide Moat ETF shares in Q2 2022, an estimated $295K.
  • Laird Norton Wetherby Trust Company first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and held it in 1 quarter.
  • Laird Norton Wetherby Trust Company's VanEck Morningstar Wide Moat ETF position peaked at $295K in Q1 2022.
  • 343 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2022.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2022, filed 3 Aug 2022.