PAG
MORN icon

Private Advisor Group’s Morningstar MORN Stock Holding History

Private Advisor Group’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
Q4 		– Sell
-4,512
Closed -$1.17M – 2187
2021
Q3 		$1.17M Sell
4,512
-1,784
-28% -$469K 0.01% 1135
2021
Q2 		$1.62M Hold
6,296
– – 0.01% 842
2021
Q1 		$1.42M Buy
+6,296
New +$1.48M 0.01% 848
2020
Q3 		– Sell
-32
Closed -$5K – 2715
2020
Q2 		$5K Buy
+32
New +$4.52K ﹤0.01% 3252

Other funds holding MORN

Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return