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Zimmermann Investment Management & Planning’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Zimmermann Investment Management & Planning’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
2024
Q3 		– Sell
-5,674
Closed -$491K – 152
2024
Q2 		$491K Sell
5,674
-18,923
-77% -$1.64M 0.16% 81
2024
Q1 		$2.21M Sell
24,597
-64,520
-72% -$5.54M 0.8% 39
2023
Q4 		$7.56M Buy
89,117
+8,750
+11% +$679K 3.09% 7
2023
Q3 		$6.1M Buy
+80,367
New +$6.4M 2.92% 9

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Zimmermann Investment Management & Planning's MOAT Position: Q3 2024 in Review

Zimmermann Investment Management & Planning sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2024, closing a stake of 5,674 shares — an estimated $491K sold.

Zimmermann Investment Management & Planning first reported a position in MOAT in Q3 2023 and held it in 4 quarters. The position peaked at $7.56M in Q4 2023. 672 funds tracked by Wall St. Rank hold MOAT as of Q3 2024.

  • Zimmermann Investment Management & Planning reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 5,674 VanEck Morningstar Wide Moat ETF shares in Q3 2024, an estimated $491K.
  • Zimmermann Investment Management & Planning first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's VanEck Morningstar Wide Moat ETF position peaked at $7.56M in Q4 2023.
  • 672 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2024, filed 24 Oct 2024.