TCI Wealth Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-737	Closed	-$54.4K	–	1422
2023 Q1	$54.4K	Hold	737	–	–	0.01%	410
2022 Q4	$47.8K	Hold	737	–	–	0.01%	424
2022 Q3	$44K	Hold	737	–	–	0.01%	399
2022 Q2	$47K	Hold	737	–	–	0.01%	382
2022 Q1	$55K	Sell	737 -54	-7%	-$3.98K	0.01%	382
2021 Q4	$60K	Sell	791 -607	-43%	-$46K	0.01%	365
2021 Q3	$102K	Hold	1,398	–	–	0.02%	281
2021 Q2	$104K	Hold	1,398	–	–	0.02%	269
2021 Q1	$97K	Sell	1,398 -11	-0.8%	-$725	0.04%	245
2020 Q4	$87K	Hold	1,409	–	–	0.04%	243
2020 Q3	$77K	Hold	1,409	–	–	0.03%	246
2020 Q2	$74K	Buy	+1,409	New	+$70.2K	0.03%	255
2015 Q2	–	Sell	-250	Closed	-$8K	–	988
2015 Q1	$8K	Buy	+250	New	+$7.55K	0.01%	492

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCI Wealth Advisors's MOAT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2023, closing a stake of 737 shares — an estimated $54.4K sold.

TCI Wealth Advisors first reported a position in MOAT in Q1 2015 and held it in 13 quarters. The position peaked at $104K in Q2 2021. 458 funds tracked by Wall St. Rank hold MOAT as of Q2 2023.

TCI Wealth Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 737 VanEck Morningstar Wide Moat ETF shares in Q2 2023, an estimated $54.4K.
TCI Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2015 and held it in 13 quarters.
TCI Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $104K in Q2 2021.
458 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.