Altus Wealth Group’s Moody's MCO Stock Holding History

Altus Wealth Group’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 Q1	–	Sell	-33	Closed	-$10K	–	521
2020 Q4	$10K	Buy	+33	New	+$9.23K	0.01%	524

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altus Wealth Group's MCO Position: Q1 2021 in Review

Altus Wealth Group sold out of Moody's (MCO) in Q1 2021, closing a stake of 33 shares — an estimated $10K sold.

Altus Wealth Group first reported a position in MCO in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 917 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

Altus Wealth Group reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 33 Moody's shares in Q1 2021, an estimated $10K.
Altus Wealth Group first reported a position in Moody's in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Moody's position peaked at $10K in Q4 2020.
917 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.