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Patriot Investment Management Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Patriot Investment Management Group’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7
Closed -$507 – 337
2022
Q4 		$507 Buy
+7
New +$454 ﹤0.01% 402

Other funds holding MOAT

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

Patriot Investment Management Group's MOAT Position: Q1 2023 in Review

Patriot Investment Management Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2023, closing a stake of 7 shares — an estimated $507 sold.

Patriot Investment Management Group first reported a position in MOAT in Q4 2022 and held it in 1 quarter. The position peaked at $507 in Q4 2022. 379 funds tracked by Wall St. Rank hold MOAT as of Q1 2023.

  • Patriot Investment Management Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 7 VanEck Morningstar Wide Moat ETF shares in Q1 2023, an estimated $507.
  • Patriot Investment Management Group first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2022 and held it in 1 quarter.
  • Patriot Investment Management Group's VanEck Morningstar Wide Moat ETF position peaked at $507 in Q4 2022.
  • 379 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.