OWM
MOR

OneAscent Wealth Management’s MorphoSys AG American Depositary Shares MOR Stock Holding History

OneAscent Wealth Management’s Portfolio MOR Stock Details MOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9,311
Closed -$264K – 238
2020
Q4 		$264K Buy
+9,311
New +$255K 0.12% 173

Other funds holding MOR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
TCM
Tekla Capital Management Boston, Massachusetts $2.56B AUM 18.15% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

OneAscent Wealth Management's MOR Position: Q1 2021 in Review

OneAscent Wealth Management sold out of MorphoSys AG American Depositary Shares (MOR) in Q1 2021, closing a stake of 9,311 shares — an estimated $264K sold.

OneAscent Wealth Management first reported a position in MOR in Q4 2020 and held it in 1 quarter. The position peaked at $264K in Q4 2020. 28 funds tracked by Wall St. Rank hold MOR as of Q1 2021.

  • OneAscent Wealth Management reported no remaining MorphoSys AG American Depositary Shares position as of Q1 2021 after selling out during the quarter.
  • OneAscent Wealth Management sold 9,311 MorphoSys AG American Depositary Shares shares in Q1 2021, an estimated $264K.
  • OneAscent Wealth Management first reported a position in MorphoSys AG American Depositary Shares in Q4 2020 and held it in 1 quarter.
  • OneAscent Wealth Management's MorphoSys AG American Depositary Shares position peaked at $264K in Q4 2020.
  • 28 funds tracked by Wall St. Rank held MorphoSys AG American Depositary Shares as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.