FIRST FOUNDATION ADVISORS MOAT Holdings History
FIRST FOUNDATION ADVISORS's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-03-31, FIRST FOUNDATION ADVISORS held 1.07 Mil shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $93.98 Mil. This investment constitutes 3.83% of their stock portfolio, and FIRST FOUNDATION ADVISORS now holds 0.74% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2020Q2. And since then FIRST FOUNDATION ADVISORS has made 17 purchases of MOAT, at an average price of $77.33, for a total of 1.12 Mil shares. In addition, there have been 3 sales at an average price of $91.26 for 47,245.00 shares. Based on historical transaction data and MOAT's current price of $96.11, FIRST FOUNDATION ADVISORS's estimated gain on his MOAT holdings is $20.72 Mil, reflecting a 24.02% gain to date.
FIRST FOUNDATION ADVISORS MOAT ($96.11) Holding Chart
FIRST FOUNDATION ADVISORS MOAT ($96.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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