PCA
MORN icon

Personal Capital Advisors’s Morningstar MORN Stock Holding History

Personal Capital 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
2022
Q1 		– Sell
-1,289
Closed -$441K – 526
2021
Q4 		$441K Buy
+1,289
New +$399K ﹤0.01% 360

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Personal Capital Advisors's MORN Position: Q1 2022 in Review

Personal Capital Advisors sold out of Morningstar (MORN) in Q1 2022, closing a stake of 1,289 shares — an estimated $441K sold.

Personal Capital Advisors first reported a position in MORN in Q4 2021 and held it in 1 quarter. The position peaked at $441K in Q4 2021. 336 funds tracked by Wall St. Rank hold MORN as of Q1 2022.

  • Personal Capital Advisors reported no remaining Morningstar position as of Q1 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 1,289 Morningstar shares in Q1 2022, an estimated $441K.
  • Personal Capital Advisors first reported a position in Morningstar in Q4 2021 and held it in 1 quarter.
  • Personal Capital Advisors's Morningstar position peaked at $441K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held Morningstar as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.