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TRUE Private Wealth Advisors’s Morningstar MORN Stock Holding History

TRUE Private Wealth Advisors’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
2019
Q3 		– Sell
-14
Closed -$2K – 533
2019
Q2 		$2K Buy
+14
New +$1.93K ﹤0.01% 723
2018
Q4 		– Sell
-85
Closed -$10.7K – 662
2018
Q3 		$10.7K Buy
+85
New +$11.5K ﹤0.01% 745

Other funds holding MORN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

TRUE Private Wealth Advisors's MORN Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of Morningstar (MORN) in Q3 2019, closing a stake of 14 shares — an estimated $2K sold.

TRUE Private Wealth Advisors first reported a position in MORN in Q3 2018 and held it in 2 quarters. The position peaked at $10.7K in Q3 2018. 244 funds tracked by Wall St. Rank hold MORN as of Q3 2019.

  • TRUE Private Wealth Advisors reported no remaining Morningstar position as of Q3 2019 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 14 Morningstar shares in Q3 2019, an estimated $2K.
  • TRUE Private Wealth Advisors first reported a position in Morningstar in Q3 2018 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Morningstar position peaked at $10.7K in Q3 2018.
  • 244 funds tracked by Wall St. Rank held Morningstar as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.