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Baker Avenue Asset Management’s Moelis & Co MC Stock Holding History

Baker Avenue Asset Management’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
2023
Q4 		– Sell
-27
Closed -$1.22K – 1028
2023
Q3 		$1.22K Hold
27
– – ﹤0.01% 1236
2023
Q2 		$1.22K Hold
27
– – ﹤0.01% 1117
2023
Q1 		$1.04K Hold
27
– – ﹤0.01% 1164
2022
Q4 		$1.04K Buy
+27
New +$1.1K ﹤0.01% 1089

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Baker Avenue Asset Management's MC Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Moelis & Co (MC) in Q4 2023, closing a stake of 27 shares — an estimated $1.22K sold.

Baker Avenue Asset Management first reported a position in MC in Q4 2022 and held it in 4 quarters. The position peaked at $1.22K in Q2 2023. 280 funds tracked by Wall St. Rank hold MC as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Moelis & Co position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 27 Moelis & Co shares in Q4 2023, an estimated $1.22K.
  • Baker Avenue Asset Management first reported a position in Moelis & Co in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Moelis & Co position peaked at $1.22K in Q2 2023.
  • 280 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.