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Whalen Wealth Management’s VanEck Agribusiness ETF MOO Stock Holding History

Whalen Wealth Management’s Portfolio MOO Stock Details MOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,092
Closed -$997K – 145
2023
Q4 		$997K Buy
+13,092
New +$978K 0.9% 27

Other funds holding MOO

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Whalen Wealth Management's MOO Position: Q1 2024 in Review

Whalen Wealth Management sold out of VanEck Agribusiness ETF (MOO) in Q1 2024, closing a stake of 13,092 shares — an estimated $997K sold.

Whalen Wealth Management first reported a position in MOO in Q4 2023 and held it in 1 quarter. The position peaked at $997K in Q4 2023. 195 funds tracked by Wall St. Rank hold MOO as of Q1 2024.

  • Whalen Wealth Management reported no remaining VanEck Agribusiness ETF position as of Q1 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 13,092 VanEck Agribusiness ETF shares in Q1 2024, an estimated $997K.
  • Whalen Wealth Management first reported a position in VanEck Agribusiness ETF in Q4 2023 and held it in 1 quarter.
  • Whalen Wealth Management's VanEck Agribusiness ETF position peaked at $997K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q1 2024.

Based on Whalen Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.