Proficio Capital Partners’s Morningstar MORN Stock Holding History

Proficio Capital 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
2022 Q3	–	Sell	-861	Closed	-$208K	–	276
2022 Q2	$208K	Sell	861 -1	-0.1%	-$252	0.04%	259
2022 Q1	$235K	Buy	+862	New	+$244K	0.04%	249
2019 Q3	–	Sell	-101	Closed	-$15K	–	989
2019 Q2	$15K	Hold	101	–	–	0.01%	803
2019 Q1	$13K	Hold	101	–	–	﹤0.01%	803
2018 Q4	$11K	Hold	101	–	–	﹤0.01%	717
2018 Q3	$13K	Hold	101	–	–	0.01%	732
2018 Q2	$13K	Hold	101	–	–	0.01%	746
2018 Q1	$10K	Hold	101	–	–	﹤0.01%	820
2017 Q4	$10K	Hold	101	–	–	﹤0.01%	810
2017 Q3	$9K	Hold	101	–	–	﹤0.01%	824
2017 Q2	$8K	Sell	101 -115	-53%	-$8.68K	﹤0.01%	859
2017 Q1	$16K	Buy	+216	New	+$16.8K	0.01%	681
2016 Q4	–	Sell	-46	Closed	-$4K	–	1161
2016 Q3	$4K	Hold	46	–	–	﹤0.01%	759
2016 Q2	$4K	Hold	46	–	–	﹤0.01%	737
2016 Q1	$4K	Buy	+46	New	+$3.67K	﹤0.01%	584

Other funds holding MORN

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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 New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return