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West Branch Capital’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

West Branch Capital’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
2022
Q1 		– Sell
-2,657
Closed -$202K – 453
2021
Q4 		$202K Buy
+2,657
New +$201K 0.09% 89
2021
Q3 		– Sell
-2,657
Closed -$197K – 445
2021
Q2 		$197K Buy
+2,657
New +$193K 0.1% 89

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

West Branch Capital's MOAT Position: Q1 2022 in Review

West Branch Capital sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2022, closing a stake of 2,657 shares — an estimated $202K sold.

West Branch Capital first reported a position in MOAT in Q2 2021 and held it in 2 quarters. The position peaked at $202K in Q4 2021. 347 funds tracked by Wall St. Rank hold MOAT as of Q1 2022.

  • West Branch Capital reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2022 after selling out during the quarter.
  • West Branch Capital sold 2,657 VanEck Morningstar Wide Moat ETF shares in Q1 2022, an estimated $202K.
  • West Branch Capital first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2021 and held it in 2 quarters.
  • West Branch Capital's VanEck Morningstar Wide Moat ETF position peaked at $202K in Q4 2021.
  • 347 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2022.

Based on West Branch Capital's 13F filing for Q1 2022, filed 3 May 2022.