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New Century Financial Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

New Century Financial Group’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
Q2 		– Sell
-15,511
Closed -$1.39M – 298
2024
Q1 		$1.39M Buy
15,511
+12,818
+476% +$1.1M 0.97% 17
2023
Q4 		$229K Buy
+2,693
New +$209K 0.2% 144

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

New Century Financial Group's MOAT Position: Q2 2024 in Review

New Century Financial Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2024, closing a stake of 15,511 shares — an estimated $1.39M sold.

New Century Financial Group first reported a position in MOAT in Q4 2023 and held it in 2 quarters. The position peaked at $1.39M in Q1 2024. 658 funds tracked by Wall St. Rank hold MOAT as of Q2 2024.

  • New Century Financial Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2024 after selling out during the quarter.
  • New Century Financial Group sold 15,511 VanEck Morningstar Wide Moat ETF shares in Q2 2024, an estimated $1.39M.
  • New Century Financial Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and held it in 2 quarters.
  • New Century Financial Group's VanEck Morningstar Wide Moat ETF position peaked at $1.39M in Q1 2024.
  • 658 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2024.

Based on New Century Financial Group's 13F filing for Q2 2024, filed 27 Aug 2024.