Affinity Wealth Management’s Moody's MCO Stock Holding History

Affinity 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
2021 Q4	–	Sell	-610	Closed	-$213K	–	118
2021 Q3	$213K	Hold	610	–	–	0.04%	112
2021 Q2	$231K	Sell	610 -11	-2%	-$3.66K	0.05%	93
2021 Q1	$202K	Buy	+621	New	+$175K	0.04%	97
2020 Q1	–	Sell	-5,496	Closed	-$1.3M	–	82
2019 Q4	$1.3M	Buy	5,496 +198	+4%	+$44K	0.48%	38
2019 Q3	$1.08M	Buy	5,298 +3	+0.1%	+$629	0.44%	40
2019 Q2	$1.03M	Buy	5,295 +571	+12%	+$108K	0.41%	42
2019 Q1	$855K	Buy	+4,724	New	+$776K	0.34%	49

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Affinity Wealth Management's MCO Position: Q4 2021 in Review

Affinity Wealth Management sold out of Moody's (MCO) in Q4 2021, closing a stake of 610 shares — an estimated $213K sold.

Affinity Wealth Management first reported a position in MCO in Q1 2019 and held it in 7 quarters. The position peaked at $1.3M in Q4 2019. 1,054 funds tracked by Wall St. Rank hold MCO as of Q4 2021.

Affinity Wealth Management reported no remaining Moody's position as of Q4 2021 after selling out during the quarter.
Affinity Wealth Management sold 610 Moody's shares in Q4 2021, an estimated $213K.
Affinity Wealth Management first reported a position in Moody's in Q1 2019 and held it in 7 quarters.
Affinity Wealth Management's Moody's position peaked at $1.3M in Q4 2019.
1,054 funds tracked by Wall St. Rank held Moody's as of Q4 2021.

Based on Affinity Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.