LNWWM
MORN icon

Laird Norton Wetherby Wealth Management’s Morningstar MORN Stock Holding History

Laird Norton Wetherby Wealth 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
2021
Q1 		– Sell
-902
Closed -$209K – 861
2020
Q4 		$209K Buy
+902
New +$179K 0.01% 809

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's MORN Position: Q1 2021 in Review

Laird Norton Wetherby Wealth Management sold out of Morningstar (MORN) in Q1 2021, closing a stake of 902 shares — an estimated $209K sold.

Laird Norton Wetherby Wealth Management first reported a position in MORN in Q4 2020 and held it in 1 quarter. The position peaked at $209K in Q4 2020. 308 funds tracked by Wall St. Rank hold MORN as of Q1 2021.

  • Laird Norton Wetherby Wealth Management reported no remaining Morningstar position as of Q1 2021 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 902 Morningstar shares in Q1 2021, an estimated $209K.
  • Laird Norton Wetherby Wealth Management first reported a position in Morningstar in Q4 2020 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Morningstar position peaked at $209K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held Morningstar as of Q1 2021.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.