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Arkadios Wealth Advisors’s Moelis & Co MC Stock Holding History

Arkadios Wealth 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
2021
Q3 		– Sell
-162
Closed -$9K – 1973
2021
Q2 		$9K Buy
+162
New +$8.8K ﹤0.01% 1569

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BlackRock
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LCOV
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Arkadios Wealth Advisors's MC Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Moelis & Co (MC) in Q3 2021, closing a stake of 162 shares — an estimated $9K sold.

Arkadios Wealth Advisors first reported a position in MC in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 290 funds tracked by Wall St. Rank hold MC as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Moelis & Co position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 162 Moelis & Co shares in Q3 2021, an estimated $9K.
  • Arkadios Wealth Advisors first reported a position in Moelis & Co in Q2 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Moelis & Co position peaked at $9K in Q2 2021.
  • 290 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.