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TrustCore Financial Services’s Morningstar MORN Stock Holding History

TrustCore Financial Services’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
2021
Q4 		– Sell
-278
Closed -$72K – 1012
2021
Q3 		$72K Buy
+278
New +$73K 0.01% 399

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Fidelity Investments
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WA
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JP Morgan Chase
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ESCM
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TrustCore Financial Services's MORN Position: Q4 2021 in Review

TrustCore Financial Services sold out of Morningstar (MORN) in Q4 2021, closing a stake of 278 shares — an estimated $72K sold.

TrustCore Financial Services first reported a position in MORN in Q3 2021 and held it in 1 quarter. The position peaked at $72K in Q3 2021. 341 funds tracked by Wall St. Rank hold MORN as of Q4 2021.

  • TrustCore Financial Services reported no remaining Morningstar position as of Q4 2021 after selling out during the quarter.
  • TrustCore Financial Services sold 278 Morningstar shares in Q4 2021, an estimated $72K.
  • TrustCore Financial Services first reported a position in Morningstar in Q3 2021 and held it in 1 quarter.
  • TrustCore Financial Services's Morningstar position peaked at $72K in Q3 2021.
  • 341 funds tracked by Wall St. Rank held Morningstar as of Q4 2021.

Based on TrustCore Financial Services's 13F filing for Q4 2021, filed 9 Feb 2022.