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Provence Wealth Management Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Provence Wealth Management Group’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$7.21K Hold
85
– – ﹤0.01% 329
2023
Q3 		$6.45K Buy
+85
New +$6.77K ﹤0.01% 329

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Provence Wealth Management Group's MOAT Position: Q4 2023 in Review

Provence Wealth Management Group held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q4 2023 at 85 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Provence Wealth Management Group first reported a position in MOAT in Q3 2023 and has held it in 2 quarters since. 617 funds tracked by Wall St. Rank hold MOAT as of Q4 2023.

  • Provence Wealth Management Group held 85 shares of VanEck Morningstar Wide Moat ETF worth $7.21K as of Q4 2023.
  • Provence Wealth Management Group left its VanEck Morningstar Wide Moat ETF share count unchanged in Q4 2023.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #329 holding.
  • Provence Wealth Management Group first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 2 quarters since.
  • 617 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.