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SYSTM Wealth Solutions’s Morningstar MORN Stock Holding History

SYSTM Wealth Solutions’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,180
Closed -$672K – 844
2024
Q1 		$672K Buy
2,180
+2,163
+12,724% +$623K 0.09% 251
2023
Q4 		$4.87K Sell
17
-2,137
-99% -$557K ﹤0.01% 886
2023
Q3 		$505K Hold
2,154
– – 0.08% 283
2023
Q2 		$422K Buy
2,154
+650
+43% +$129K 0.06% 339
2023
Q1 		$305K Buy
1,504
+21
+1% +$4.62K 0.05% 375
2022
Q4 		$321K Buy
+1,483
New +$338K 0.04% 419

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SYSTM Wealth Solutions's MORN Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Morningstar (MORN) in Q2 2024, closing a stake of 2,180 shares — an estimated $672K sold.

SYSTM Wealth Solutions first reported a position in MORN in Q4 2022 and held it in 6 quarters. The position peaked at $672K in Q1 2024. 392 funds tracked by Wall St. Rank hold MORN as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Morningstar position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,180 Morningstar shares in Q2 2024, an estimated $672K.
  • SYSTM Wealth Solutions first reported a position in Morningstar in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Morningstar position peaked at $672K in Q1 2024.
  • 392 funds tracked by Wall St. Rank held Morningstar as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.