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Regent Peak Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-491
Closed -$30K – 652
2020
Q4 		$30K Buy
+491
New +$28.9K 0.01% 387

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Regent Peak Wealth Advisors's MOAT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2021, closing a stake of 491 shares — an estimated $30K sold.

Regent Peak Wealth Advisors first reported a position in MOAT in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 280 funds tracked by Wall St. Rank hold MOAT as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 491 VanEck Morningstar Wide Moat ETF shares in Q1 2021, an estimated $30K.
  • Regent Peak Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $30K in Q4 2020.
  • 280 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.