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American Portfolios Advisors’s Moelis & Co MC Stock Holding History

American Portfolios Advisors’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
Q3 		$27K Buy
800
+300
+60% +$12.6K ﹤0.01% 2029
2022
Q2 		$19.7K Sell
500
-649
-56% -$28.3K ﹤0.01% 2238
2022
Q1 		$53.9K Sell
1,149
-40
-3% -$2.08K ﹤0.01% 1848
2021
Q4 		$74.3K Sell
1,189
-7
-0.6% -$469 ﹤0.01% 1676
2021
Q3 		$74K Buy
1,196
+116
+11% +$6.95K ﹤0.01% 1584
2021
Q2 		$61.4K Buy
1,080
+650
+151% +$35.3K ﹤0.01% 1636
2021
Q1 		$23.6K Buy
430
+134
+45% +$7.18K ﹤0.01% 1982
2020
Q4 		$13.8K Buy
296
+29
+11% +$1.17K ﹤0.01% 1974
2020
Q3 		$9.38K Hold
267
– – ﹤0.01% 2007
2020
Q2 		$8.32K Buy
267
+42
+19% +$1.32K ﹤0.01% 1997
2020
Q1 		$6.32K Buy
225
+25
+13% +$820 ﹤0.01% 2002
2019
Q4 		$6.38K Hold
200
– – ﹤0.01% 2182
2019
Q3 		$6.57K Hold
200
– – ﹤0.01% 2084
2019
Q2 		$6.99K Buy
200
+100
+100% +$3.62K ﹤0.01% 2038
2019
Q1 		$4.16K Hold
100
– – ﹤0.01% 2152
2018
Q4 		$3.44K Hold
100
– – ﹤0.01% 1988
2018
Q3 		$5.48K Hold
100
– – ﹤0.01% 1974
2018
Q2 		$5.87K Buy
+100
New +$5.75K ﹤0.01% 1923

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

American Portfolios Advisors's MC Position: Q3 2022 in Review

American Portfolios Advisors increased its Moelis & Co (MC) stake by 60% in Q3 2022, buying an estimated $12.6K and bringing the position to 800 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

American Portfolios Advisors first reported a position in MC in Q2 2018 and has held it in 18 quarters since. The position peaked at $74.3K in Q4 2021. 246 funds tracked by Wall St. Rank hold MC as of Q3 2022.

  • American Portfolios Advisors held 800 shares of Moelis & Co worth $27K as of Q3 2022.
  • American Portfolios Advisors bought 300 Moelis & Co shares in Q3 2022, an estimated $12.6K.
  • Moelis & Co made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2029 holding.
  • American Portfolios Advisors first reported a position in Moelis & Co in Q2 2018 and has held it in 18 quarters since.
  • American Portfolios Advisors's Moelis & Co position peaked at $74.3K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.