RE Dickinson Investment Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

RE Dickinson Investment Advisors’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
2022 Q4	–	Sell	-1,055	Closed	-$63K	–	391
2022 Q3	$63K	Hold	1,055	–	–	0.05%	67
2022 Q2	$67	Buy	1,055 +5	+0.5%	+$343	0.01%	69
2022 Q1	$78K	Buy	1,050 +28	+3%	+$2.06K	0.05%	71
2021 Q4	$78K	Buy	+1,022	New	+$77.5K	0.06%	64

Other funds holding MOAT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RE Dickinson Investment Advisors's MOAT Position: Q4 2022 in Review

RE Dickinson Investment Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2022, closing a stake of 1,055 shares — an estimated $63K sold.

RE Dickinson Investment Advisors first reported a position in MOAT in Q4 2021 and held it in 4 quarters. The position peaked at $78K in Q1 2022. 375 funds tracked by Wall St. Rank hold MOAT as of Q4 2022.

RE Dickinson Investment Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2022 after selling out during the quarter.
RE Dickinson Investment Advisors sold 1,055 VanEck Morningstar Wide Moat ETF shares in Q4 2022, an estimated $63K.
RE Dickinson Investment Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 4 quarters.
RE Dickinson Investment Advisors's VanEck Morningstar Wide Moat ETF position peaked at $78K in Q1 2022.
375 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.