Rockefeller Capital Management
MOHR

Rockefeller Capital Management’s Mohr Growth ETF MOHR Stock Holding History

Rockefeller Capital Management’s Portfolio MOHR Stock Details MOHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-928
Closed -$18K – 4291
2022
Q3 		$18K Buy
+928
New +$18.8K ﹤0.01% 2834

Other funds holding MOHR

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAM
LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockefeller Capital Management's MOHR Position: Q4 2022 in Review

Rockefeller Capital Management sold out of Mohr Growth ETF (MOHR) in Q4 2022, closing a stake of 928 shares — an estimated $18K sold.

Rockefeller Capital Management first reported a position in MOHR in Q3 2022 and held it in 1 quarter. The position peaked at $18K in Q3 2022. 7 funds tracked by Wall St. Rank hold MOHR as of Q4 2022.

  • Rockefeller Capital Management reported no remaining Mohr Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 928 Mohr Growth ETF shares in Q4 2022, an estimated $18K.
  • Rockefeller Capital Management first reported a position in Mohr Growth ETF in Q3 2022 and held it in 1 quarter.
  • Rockefeller Capital Management's Mohr Growth ETF position peaked at $18K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Mohr Growth ETF as of Q4 2022.

Based on Rockefeller Capital Management's 13F filing for Q4 2022, filed 6 Mar 2023.