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	–	339
2019 Q1	$152K	Buy	+1,208	New	+$145K	0.12%	147
2018 Q4	–	Sell	-1,701	Closed	-$214K	–	336
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 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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

One Wealth Advisors's MORN Position: Q1 2023 in Review

One Wealth Advisors sold out of Morningstar (MORN) in Q1 2023, closing a stake of 331 shares — an estimated $71.7K sold.

One Wealth Advisors first reported a position in MORN in Q4 2017 and held it in 6 quarters. The position peaked at $227K in Q2 2018. 301 funds tracked by Wall St. Rank hold MORN as of Q1 2023.

One Wealth Advisors reported no remaining Morningstar position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 331 Morningstar shares in Q1 2023, an estimated $71.7K.
One Wealth Advisors first reported a position in Morningstar in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Morningstar position peaked at $227K in Q2 2018.
301 funds tracked by Wall St. Rank held Morningstar as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.