Atlas Private Wealth Management’s Moody's MCO Stock Holding History

Atlas Private Wealth Management’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 Q2	–	Sell	-51	Closed	-$15K	–	262
2021 Q1	$15K	Hold	51	–	–	0.01%	276
2020 Q4	$15K	Hold	51	–	–	0.01%	283
2020 Q3	$15K	Hold	51	–	–	0.01%	281
2020 Q2	$14K	Hold	51	–	–	0.01%	302
2020 Q1	$11K	Buy	51 +1	+2%	+$243	0.01%	304
2019 Q4	$12K	Buy	+50	New	+$11.1K	0.01%	335

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

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

Atlas Private Wealth Management's MCO Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Moody's (MCO) in Q2 2021, closing a stake of 51 shares — an estimated $15K sold.

Atlas Private Wealth Management first reported a position in MCO in Q4 2019 and held it in 6 quarters. The position peaked at $15K in Q1 2021. 937 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

Atlas Private Wealth Management reported no remaining Moody's position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 51 Moody's shares in Q2 2021, an estimated $15K.
Atlas Private Wealth Management first reported a position in Moody's in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Moody's position peaked at $15K in Q1 2021.
937 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.