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	–	986
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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Proficio Capital Partners's MORN Position: Q3 2022 in Review

Proficio Capital Partners sold out of Morningstar (MORN) in Q3 2022, closing a stake of 861 shares — an estimated $208K sold.

Proficio Capital Partners first reported a position in MORN in Q1 2016 and held it in 15 quarters. The position peaked at $235K in Q1 2022. 311 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

Proficio Capital Partners reported no remaining Morningstar position as of Q3 2022 after selling out during the quarter.
Proficio Capital Partners sold 861 Morningstar shares in Q3 2022, an estimated $208K.
Proficio Capital Partners first reported a position in Morningstar in Q1 2016 and held it in 15 quarters.
Proficio Capital Partners's Morningstar position peaked at $235K in Q1 2022.
311 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on Proficio Capital Partners's 13F filing for Q3 2022, filed 11 Oct 2022.