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Valeo Financial Advisors’s Morningstar MORN Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-20
Closed -$5K – 1295
2021
Q1 		$5K Hold
20
– – ﹤0.01% 1570
2020
Q4 		$5K Hold
20
– – ﹤0.01% 1368
2020
Q3 		$3K Sell
20
-53
-73% -$8.37K ﹤0.01% 1353
2020
Q2 		$10K Buy
73
+36
+97% +$5.08K ﹤0.01% 1285
2020
Q1 		$5K Buy
37
+17
+85% +$2.46K ﹤0.01% 1310
2019
Q4 		$3K Hold
20
– – ﹤0.01% 1401
2019
Q3 		$3K Hold
20
– – ﹤0.01% 1328
2019
Q2 		$3K Hold
20
– – ﹤0.01% 1340
2019
Q1 		$3K Buy
+20
New +$2.4K ﹤0.01% 1291

Other funds holding MORN

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Valeo Financial Advisors's MORN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Morningstar (MORN) in Q2 2021, closing a stake of 20 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in MORN in Q1 2019 and held it in 9 quarters. The position peaked at $10K in Q2 2020. 295 funds tracked by Wall St. Rank hold MORN as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Morningstar position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 20 Morningstar shares in Q2 2021, an estimated $5K.
  • Valeo Financial Advisors first reported a position in Morningstar in Q1 2019 and held it in 9 quarters.
  • Valeo Financial Advisors's Morningstar position peaked at $10K in Q2 2020.
  • 295 funds tracked by Wall St. Rank held Morningstar as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.