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Provident Wealth Management’s Morningstar MORN Stock Holding History

Provident Wealth Management’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
Q4 		– Sell
-46
Closed -$7K – 185
2020
Q3 		$7K Buy
+46
New +$7.27K 0.01% 172

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Provident Wealth Management's MORN Position: Q4 2020 in Review

Provident Wealth Management sold out of Morningstar (MORN) in Q4 2020, closing a stake of 46 shares — an estimated $7K sold.

Provident Wealth Management first reported a position in MORN in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 301 funds tracked by Wall St. Rank hold MORN as of Q4 2020.

  • Provident Wealth Management reported no remaining Morningstar position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 46 Morningstar shares in Q4 2020, an estimated $7K.
  • Provident Wealth Management first reported a position in Morningstar in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Morningstar position peaked at $7K in Q3 2020.
  • 301 funds tracked by Wall St. Rank held Morningstar as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.