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Transamerica Financial Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Transamerica Financial 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
Q1 		– Sell
-88
Closed -$6K – 673
2022
Q4 		$6K Sell
88
-9
-9% -$584 ﹤0.01% 334
2022
Q3 		$6K Sell
97
-10
-9% -$672 ﹤0.01% 335
2022
Q2 		$7K Buy
+107
New +$7.34K ﹤0.01% 326

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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

Transamerica Financial Advisors's MOAT Position: Q1 2023 in Review

Transamerica Financial Advisors sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2023, closing a stake of 88 shares — an estimated $6K sold.

Transamerica Financial Advisors first reported a position in MOAT in Q2 2022 and held it in 3 quarters. The position peaked at $7K in Q2 2022. 379 funds tracked by Wall St. Rank hold MOAT as of Q1 2023.

  • Transamerica Financial Advisors reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 88 VanEck Morningstar Wide Moat ETF shares in Q1 2023, an estimated $6K.
  • Transamerica Financial Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and held it in 3 quarters.
  • Transamerica Financial Advisors's VanEck Morningstar Wide Moat ETF position peaked at $7K in Q2 2022.
  • 379 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2023.

Based on Transamerica Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.