TF
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TimeScale Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

TimeScale Financial’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
2021
Q2 		– Sell
-3,146
Closed -$218K – 541
2021
Q1 		$218K Buy
+3,146
New +$207K 0.06% 78

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
LPL Financial
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

TimeScale Financial's MOAT Position: Q2 2021 in Review

TimeScale Financial sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2021, closing a stake of 3,146 shares — an estimated $218K sold.

TimeScale Financial first reported a position in MOAT in Q1 2021 and held it in 1 quarter. The position peaked at $218K in Q1 2021. 304 funds tracked by Wall St. Rank hold MOAT as of Q2 2021.

  • TimeScale Financial reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2021 after selling out during the quarter.
  • TimeScale Financial sold 3,146 VanEck Morningstar Wide Moat ETF shares in Q2 2021, an estimated $218K.
  • TimeScale Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and held it in 1 quarter.
  • TimeScale Financial's VanEck Morningstar Wide Moat ETF position peaked at $218K in Q1 2021.
  • 304 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2021.

Based on TimeScale Financial's 13F filing for Q2 2021, filed 26 Jul 2021.