Rockefeller Capital Management
MOTG icon

Rockefeller Capital Management’s VanEck Morningstar Global Wide Moat ETF MOTG Stock Holding History

Rockefeller Capital Management’s Portfolio MOTG Stock Details MOTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-175
Closed -$5K – 4076
2022
Q3 		$5K Hold
175
– – ﹤0.01% 3343
2022
Q2 		$5K Hold
175
– – ﹤0.01% 3462
2022
Q1 		$6K Buy
+175
New +$6.39K ﹤0.01% 3282

Other funds holding MOTG

CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
FCAG
First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Rockefeller Capital Management sold out of VanEck Morningstar Global Wide Moat ETF (MOTG) in Q4 2022, closing a stake of 175 shares — an estimated $5K sold.

Rockefeller Capital Management first reported a position in MOTG in Q1 2022 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 11 funds tracked by Wall St. Rank hold MOTG as of Q4 2022.

  • Rockefeller Capital Management reported no remaining VanEck Morningstar Global Wide Moat ETF position as of Q4 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 175 VanEck Morningstar Global Wide Moat ETF shares in Q4 2022, an estimated $5K.
  • Rockefeller Capital Management first reported a position in VanEck Morningstar Global Wide Moat ETF in Q1 2022 and held it in 3 quarters.
  • Rockefeller Capital Management's VanEck Morningstar Global Wide Moat ETF position peaked at $6K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held VanEck Morningstar Global Wide Moat ETF as of Q4 2022.

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