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Avitas Wealth Management’s Moody's MCO Stock Holding History

Avitas 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
2024
Q4 		$1.33M Buy
2,803
+22
+0.8% +$10.5K 0.18% 118
2024
Q3 		$1.32M Buy
2,781
+47
+2% +$21.8K 0.19% 125
2024
Q2 		$1.15M Buy
2,734
+22
+0.8% +$8.75K 0.17% 129
2024
Q1 		$1.07M Buy
2,712
+52
+2% +$20.1K 0.16% 138
2023
Q4 		$1.04M Buy
2,660
+97
+4% +$33.7K 0.17% 130
2023
Q3 		$810K Buy
2,563
+7
+0.3% +$2.38K 0.15% 139
2023
Q2 		$889K Buy
2,556
+30
+1% +$9.51K 0.16% 132
2023
Q1 		$773K Buy
+2,526
New +$763K 0.15% 139

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avitas Wealth Management's MCO Position: Q4 2024 in Review

Avitas Wealth Management increased its Moody's (MCO) stake by 0.79% in Q4 2024, buying an estimated $10.5K and bringing the position to 2,803 shares worth $1.33M. The position accounts for 0.18% of the portfolio, ranked #118.

Avitas Wealth Management first reported a position in MCO in Q1 2023 and has held it in 8 quarters since. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Avitas Wealth Management held 2,803 shares of Moody's worth $1.33M as of Q4 2024.
  • Avitas Wealth Management bought 22 Moody's shares in Q4 2024, an estimated $10.5K.
  • Moody's made up 0.18% of Avitas Wealth Management's portfolio in Q4 2024, its #118 holding.
  • Avitas Wealth Management first reported a position in Moody's in Q1 2023 and has held it in 8 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.