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Western Pacific Wealth Management’s Morningstar MORN Stock Holding History

Western Pacific Wealth Management’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
Q2 		– Sell
-150
Closed -$40K – 209
2022
Q1 		$40K Hold
150
– – 0.03% 107
2021
Q4 		$51K Buy
+150
New +$46.4K 0.03% 108

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Western Pacific Wealth Management's MORN Position: Q2 2022 in Review

Western Pacific Wealth Management sold out of Morningstar (MORN) in Q2 2022, closing a stake of 150 shares — an estimated $40K sold.

Western Pacific Wealth Management first reported a position in MORN in Q4 2021 and held it in 2 quarters. The position peaked at $51K in Q4 2021. 324 funds tracked by Wall St. Rank hold MORN as of Q2 2022.

  • Western Pacific Wealth Management reported no remaining Morningstar position as of Q2 2022 after selling out during the quarter.
  • Western Pacific Wealth Management sold 150 Morningstar shares in Q2 2022, an estimated $40K.
  • Western Pacific Wealth Management first reported a position in Morningstar in Q4 2021 and held it in 2 quarters.
  • Western Pacific Wealth Management's Morningstar position peaked at $51K in Q4 2021.
  • 324 funds tracked by Wall St. Rank held Morningstar as of Q2 2022.

Based on Western Pacific Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.