AWM
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Accel Wealth Management’s Moody's MCO Stock Holding History

Accel Wealth Management’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-21
Closed -$6K – 1080
2022
Q2 		$6K Hold
21
– – ﹤0.01% 788
2022
Q1 		$7K Hold
21
– – ﹤0.01% 763
2021
Q4 		$8K Buy
+21
New +$8.1K ﹤0.01% 744

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Accel Wealth Management's MCO Position: Q3 2022 in Review

Accel Wealth Management sold out of Moody's (MCO) in Q3 2022, closing a stake of 21 shares — an estimated $6K sold.

Accel Wealth Management first reported a position in MCO in Q4 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

  • Accel Wealth Management reported no remaining Moody's position as of Q3 2022 after selling out during the quarter.
  • Accel Wealth Management sold 21 Moody's shares in Q3 2022, an estimated $6K.
  • Accel Wealth Management first reported a position in Moody's in Q4 2021 and held it in 3 quarters.
  • Accel Wealth Management's Moody's position peaked at $8K in Q4 2021.
  • 933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Accel Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.