OWA
MORN icon

One Wealth Advisors’s Morningstar MORN Stock Holding History

One 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
2023
Q1 		– Sell
-331
Closed -$71.7K – 450
2022
Q4 		$71.7K Buy
+331
New +$75.5K 0.02% 345
2019
Q2 		– Sell
-1,208
Closed -$152K – 348
2019
Q1 		$152K Buy
+1,208
New +$145K 0.12% 147
2018
Q4 		– Sell
-1,701
Closed -$214K – 337
2018
Q3 		$214K Sell
1,701
-70
-4% -$9.44K 0.16% 115
2018
Q2 		$227K Sell
1,771
-7
-0.4% -$801 0.18% 113
2018
Q1 		$170K Sell
1,778
-193
-10% -$18.6K 0.15% 136
2017
Q4 		$191K Buy
+1,971
New +$177K 0.16% 116

Other funds holding MORN

Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return