Paces Ferry Wealth Advisors’s Morningstar MORN Stock Holding History

Paces Ferry 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
2020 Q4	–	Sell	-5	Closed	-$1K	–	734
2020 Q3	$1K	Buy	+5	New	+$790	﹤0.01%	892

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Paces Ferry Wealth Advisors's MORN Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Morningstar (MORN) in Q4 2020, closing a stake of 5 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in MORN in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 301 funds tracked by Wall St. Rank hold MORN as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Morningstar position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 5 Morningstar shares in Q4 2020, an estimated $1K.
Paces Ferry Wealth Advisors first reported a position in Morningstar in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Morningstar position peaked at $1K in Q3 2020.
301 funds tracked by Wall St. Rank held Morningstar as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.