Patriot Financial Group Insurance Agency’s Morningstar MORN Stock Holding History

Patriot Financial Group Insurance Agency’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
2021 Q3	–	Sell	-6	Closed	-$2K	–	2204
2021 Q2	$2K	Sell	6 -1	-14%	-$243	﹤0.01%	1888
2021 Q1	$2K	Hold	7	–	–	﹤0.01%	1793
2020 Q4	$2K	Sell	7 -1	-13%	-$199	﹤0.01%	1650
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	1571
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	1543
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	1461
2019 Q4	$1K	Sell	8 -1	-11%	-$154	﹤0.01%	1223
2019 Q3	$1K	Sell	9 -9	-50%	-$1.39K	﹤0.01%	1205
2019 Q2	$3K	Sell	18 -18	-50%	-$2.48K	﹤0.01%	1050
2019 Q1	$5K	Buy	+36	New	+$4.33K	﹤0.01%	857

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 $6.73T AUM 46.02% 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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's MORN Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Morningstar (MORN) in Q3 2021, closing a stake of 6 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in MORN in Q1 2019 and held it in 10 quarters. The position peaked at $5K in Q1 2019. 317 funds tracked by Wall St. Rank hold MORN as of Q3 2021.

Patriot Financial Group Insurance Agency reported no remaining Morningstar position as of Q3 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 6 Morningstar shares in Q3 2021, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Morningstar in Q1 2019 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Morningstar position peaked at $5K in Q1 2019.
317 funds tracked by Wall St. Rank held Morningstar as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.