BRWM
MCO icon

B. Riley Wealth Management’s Moody's MCO Stock Holding History

B. Riley 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 		$278K Buy
1,022
+106
+12% +$31.7K 0.03% 451
2022
Q1 		$309K Buy
+916
New +$308K 0.02% 437

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

B. Riley Wealth Management's MCO Position: Q2 2022 in Review

B. Riley Wealth Management increased its Moody's (MCO) stake by 12% in Q2 2022, buying an estimated $31.7K and bringing the position to 1,022 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #451.

B. Riley Wealth Management first reported a position in MCO in Q1 2022 and has held it in 2 quarters since. The position peaked at $309K in Q1 2022. 951 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

  • B. Riley Wealth Management held 1,022 shares of Moody's worth $278K as of Q2 2022.
  • B. Riley Wealth Management bought 106 Moody's shares in Q2 2022, an estimated $31.7K.
  • Moody's made up 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #451 holding.
  • B. Riley Wealth Management first reported a position in Moody's in Q1 2022 and has held it in 2 quarters since.
  • B. Riley Wealth Management's Moody's position peaked at $309K in Q1 2022.
  • 951 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.