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Okabena Investment Services’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Okabena Investment Services’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
Q3 		– Sell
-693
Closed -$55.3K – 133
2023
Q2 		$55.3K Buy
+693
New +$52.2K 0.04% 69

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Okabena Investment Services's MOAT Position: Q3 2023 in Review

Okabena Investment Services sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2023, closing a stake of 693 shares — an estimated $55.3K sold.

Okabena Investment Services first reported a position in MOAT in Q2 2023 and held it in 1 quarter. The position peaked at $55.3K in Q2 2023. 520 funds tracked by Wall St. Rank hold MOAT as of Q3 2023.

  • Okabena Investment Services reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2023 after selling out during the quarter.
  • Okabena Investment Services sold 693 VanEck Morningstar Wide Moat ETF shares in Q3 2023, an estimated $55.3K.
  • Okabena Investment Services first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and held it in 1 quarter.
  • Okabena Investment Services's VanEck Morningstar Wide Moat ETF position peaked at $55.3K in Q2 2023.
  • 520 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.