Amplius Wealth Advisors’s Moody's MCO Stock Holding History

Amplius Wealth Advisors’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 Q1	–	Sell	-60	Closed	-$23K	–	604
2021 Q4	$23K	Buy	+60	New	+$23.1K	﹤0.01%	444

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

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

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

ACM

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Amplius Wealth Advisors's MCO Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Moody's (MCO) in Q1 2022, closing a stake of 60 shares — an estimated $23K sold.

Amplius Wealth Advisors first reported a position in MCO in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

Amplius Wealth Advisors reported no remaining Moody's position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 60 Moody's shares in Q1 2022, an estimated $23K.
Amplius Wealth Advisors first reported a position in Moody's in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Moody's position peaked at $23K in Q4 2021.
1,019 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.