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Principle Wealth Partners’s Morningstar MORN Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-68
Closed -$10K – 326
2020
Q2 		$10K Buy
+68
New +$9.6K ﹤0.01% 407

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Principle Wealth Partners's MORN Position: Q3 2020 in Review

Principle Wealth Partners sold out of Morningstar (MORN) in Q3 2020, closing a stake of 68 shares — an estimated $10K sold.

Principle Wealth Partners first reported a position in MORN in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 269 funds tracked by Wall St. Rank hold MORN as of Q3 2020.

  • Principle Wealth Partners reported no remaining Morningstar position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 68 Morningstar shares in Q3 2020, an estimated $10K.
  • Principle Wealth Partners first reported a position in Morningstar in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Morningstar position peaked at $10K in Q2 2020.
  • 269 funds tracked by Wall St. Rank held Morningstar as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.