Alaethes Wealth’s Moelis & Co MC Stock Holding History

Alaethes Wealth’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-211	Closed	-$10K	–	224
2022 Q1	$10K	Buy	+211	New	+$11K	0.01%	225

Other funds holding MC

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Alaethes Wealth's MC Position: Q2 2022 in Review

Alaethes Wealth sold out of Moelis & Co (MC) in Q2 2022, closing a stake of 211 shares — an estimated $10K sold.

Alaethes Wealth first reported a position in MC in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 259 funds tracked by Wall St. Rank hold MC as of Q2 2022.

Alaethes Wealth reported no remaining Moelis & Co position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 211 Moelis & Co shares in Q2 2022, an estimated $10K.
Alaethes Wealth first reported a position in Moelis & Co in Q1 2022 and held it in 1 quarter.
Alaethes Wealth's Moelis & Co position peaked at $10K in Q1 2022.
259 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.