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Marcum Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Marcum Wealth’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
2023
Q4 		– Sell
-2,807
Closed -$213K – 394
2023
Q3 		$213K Buy
+2,807
New +$224K 0.03% 307

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marcum Wealth's MOAT Position: Q4 2023 in Review

Marcum Wealth sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2023, closing a stake of 2,807 shares — an estimated $213K sold.

Marcum Wealth first reported a position in MOAT in Q3 2023 and held it in 1 quarter. The position peaked at $213K in Q3 2023. 618 funds tracked by Wall St. Rank hold MOAT as of Q4 2023.

  • Marcum Wealth reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2023 after selling out during the quarter.
  • Marcum Wealth sold 2,807 VanEck Morningstar Wide Moat ETF shares in Q4 2023, an estimated $213K.
  • Marcum Wealth first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 1 quarter.
  • Marcum Wealth's VanEck Morningstar Wide Moat ETF position peaked at $213K in Q3 2023.
  • 618 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2023.

Based on Marcum Wealth's 13F filing for Q4 2023, filed 10 Jan 2024.