VVP
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Venture Visionary Partners’s Morningstar MORN Stock Holding History

Venture Visionary Partners’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
2022
Q3 		– Sell
-40
Closed -$9.67K – 1132
2022
Q2 		$9.67K Buy
+40
New +$10.1K ﹤0.01% 1250

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Bank of America
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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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Venture Visionary Partners's MORN Position: Q3 2022 in Review

Venture Visionary Partners sold out of Morningstar (MORN) in Q3 2022, closing a stake of 40 shares — an estimated $9.67K sold.

Venture Visionary Partners first reported a position in MORN in Q2 2022 and held it in 1 quarter. The position peaked at $9.67K in Q2 2022. 311 funds tracked by Wall St. Rank hold MORN as of Q3 2022.

  • Venture Visionary Partners reported no remaining Morningstar position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 40 Morningstar shares in Q3 2022, an estimated $9.67K.
  • Venture Visionary Partners first reported a position in Morningstar in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Morningstar position peaked at $9.67K in Q2 2022.
  • 311 funds tracked by Wall St. Rank held Morningstar as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.