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BDO Wealth Advisors’s Moelis & Co MC Stock Holding History

BDO Wealth Advisors’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
Q1 		– Sell
-9
Closed -$345 – 1081
2022
Q4 		$345 Hold
9
– – ﹤0.01% 971
2022
Q3 		$0 Hold
9
– – ﹤0.01% 1092
2022
Q2 		$0 Hold
9
– – ﹤0.01% 1086
2022
Q1 		$0 Hold
9
– – ﹤0.01% 1104
2021
Q4 		$1K Buy
+9
New +$603 ﹤0.01% 1033

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

BDO Wealth Advisors's MC Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Moelis & Co (MC) in Q1 2023, closing a stake of 9 shares — an estimated $345 sold.

BDO Wealth Advisors first reported a position in MC in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 244 funds tracked by Wall St. Rank hold MC as of Q1 2023.

  • BDO Wealth Advisors reported no remaining Moelis & Co position as of Q1 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 9 Moelis & Co shares in Q1 2023, an estimated $345.
  • BDO Wealth Advisors first reported a position in Moelis & Co in Q4 2021 and held it in 5 quarters.
  • BDO Wealth Advisors's Moelis & Co position peaked at $1K in Q4 2021.
  • 244 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.