AWM
MCO icon

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

Axxcess 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
2022
Q2 		– Sell
-1,491
Closed -$504K – 606
2022
Q1 		$504K Buy
1,491
+380
+34% +$128K 0.04% 357
2021
Q4 		$434K Buy
+1,111
New +$428K 0.03% 389

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
Fiera Capital (Canada)
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Axxcess Wealth Management's MCO Position: Q2 2022 in Review

Axxcess Wealth Management sold out of Moody's (MCO) in Q2 2022, closing a stake of 1,491 shares — an estimated $504K sold.

Axxcess Wealth Management first reported a position in MCO in Q4 2021 and held it in 2 quarters. The position peaked at $504K in Q1 2022. 949 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

  • Axxcess Wealth Management reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,491 Moody's shares in Q2 2022, an estimated $504K.
  • Axxcess Wealth Management first reported a position in Moody's in Q4 2021 and held it in 2 quarters.
  • Axxcess Wealth Management's Moody's position peaked at $504K in Q1 2022.
  • 949 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.