Motive Wealth Advisors’s Morningstar MORN Stock Holding History

Motive Wealth Advisors’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 Q3	–	Sell	-6,132	Closed	-$1.48M	–	71
2022 Q2	$1.48M	Buy	6,132 +369	+6%	+$93K	1.17%	18
2022 Q1	$1.57M	Sell	5,763 -52	-0.9%	-$14.7K	1.08%	22
2021 Q4	$1.99M	Sell	5,815 -196	-3%	-$60.7K	1.2%	20
2021 Q3	$1.56M	Buy	6,011 +1,204	+25%	+$316K	1.05%	20
2021 Q2	$1.24M	Buy	+4,807	New	+$1.17M	0.88%	23

Other funds holding MORN

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Motive Wealth Advisors's MORN Position: Q3 2022 in Review

Motive Wealth Advisors sold out of Morningstar (MORN) in Q3 2022, closing a stake of 6,132 shares — an estimated $1.48M sold.

Motive Wealth Advisors first reported a position in MORN in Q2 2021 and held it in 5 quarters. The position peaked at $1.99M in Q4 2021. 311 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

Motive Wealth Advisors reported no remaining Morningstar position as of Q3 2022 after selling out during the quarter.
Motive Wealth Advisors sold 6,132 Morningstar shares in Q3 2022, an estimated $1.48M.
Motive Wealth Advisors first reported a position in Morningstar in Q2 2021 and held it in 5 quarters.
Motive Wealth Advisors's Morningstar position peaked at $1.99M in Q4 2021.
311 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on Motive Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.