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Sound View Wealth Advisors Group’s VanEck Agribusiness ETF MOO Stock Holding History

Sound View Wealth Advisors Group’s Portfolio MOO Stock Details MOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,490
Closed -$204K – 375
2023
Q2 		$204K Hold
2,490
– – 0.03% 351
2023
Q1 		$216K Buy
+2,490
New +$220K 0.03% 336

Other funds holding MOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Sound View Wealth Advisors Group's MOO Position: Q3 2023 in Review

Sound View Wealth Advisors Group sold out of VanEck Agribusiness ETF (MOO) in Q3 2023, closing a stake of 2,490 shares — an estimated $204K sold.

Sound View Wealth Advisors Group first reported a position in MOO in Q1 2023 and held it in 2 quarters. The position peaked at $216K in Q1 2023. 212 funds tracked by Wall St. Rank hold MOO as of Q3 2023.

  • Sound View Wealth Advisors Group reported no remaining VanEck Agribusiness ETF position as of Q3 2023 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 2,490 VanEck Agribusiness ETF shares in Q3 2023, an estimated $204K.
  • Sound View Wealth Advisors Group first reported a position in VanEck Agribusiness ETF in Q1 2023 and held it in 2 quarters.
  • Sound View Wealth Advisors Group's VanEck Agribusiness ETF position peaked at $216K in Q1 2023.
  • 212 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q3 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2023, filed 7 Nov 2023.