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Sargent Bickham Lagudis’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Sargent Bickham Lagudis’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
2020
Q3 		– Sell
-497
Closed -$26K – 818
2020
Q2 		$26K Hold
497
– – ﹤0.01% 449
2020
Q1 		$22K Buy
+497
New +$25.6K ﹤0.01% 455

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sargent Bickham Lagudis's MOAT Position: Q3 2020 in Review

Sargent Bickham Lagudis sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2020, closing a stake of 497 shares — an estimated $26K sold.

Sargent Bickham Lagudis first reported a position in MOAT in Q1 2020 and held it in 2 quarters. The position peaked at $26K in Q2 2020. 226 funds tracked by Wall St. Rank hold MOAT as of Q3 2020.

  • Sargent Bickham Lagudis reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 497 VanEck Morningstar Wide Moat ETF shares in Q3 2020, an estimated $26K.
  • Sargent Bickham Lagudis first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and held it in 2 quarters.
  • Sargent Bickham Lagudis's VanEck Morningstar Wide Moat ETF position peaked at $26K in Q2 2020.
  • 226 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2020, filed 1 Sep 2021.