Lee Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-1,253	Closed	-$106K	–	568
2023 Q4	$106K	Hold	1,253	–	–	0.02%	175
2023 Q3	$95K	Hold	1,253	–	–	0.02%	165
2023 Q2	$100K	Buy	+1,253	New	+$94.3K	0.02%	163
2022 Q3	–	Sell	-51	Closed	-$3K	–	937
2022 Q2	$3K	Hold	51	–	–	﹤0.01%	631
2022 Q1	$4K	Hold	51	–	–	﹤0.01%	539
2021 Q4	$4K	Hold	51	–	–	﹤0.01%	633
2021 Q3	$4K	Buy	+51	New	+$3.84K	﹤0.01%	516

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lee Financial's MOAT Position: Q1 2024 in Review

Lee Financial sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2024, closing a stake of 1,253 shares — an estimated $106K sold.

Lee Financial first reported a position in MOAT in Q3 2021 and held it in 7 quarters. The position peaked at $106K in Q4 2023. 635 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

Lee Financial reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 1,253 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $106K.
Lee Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2021 and held it in 7 quarters.
Lee Financial's VanEck Morningstar Wide Moat ETF position peaked at $106K in Q4 2023.
635 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.