BDO Wealth Advisors’s Moody's MCO Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$421K	Buy	1,211 +1,160	+2,275%	+$368K	0.05%	190
2023 Q1	$15.6K	Hold	51	–	–	﹤0.01%	628
2022 Q4	$14.2K	Sell	51 -75	-60%	-$20.5K	﹤0.01%	625
2022 Q3	$31K	Buy	126 +66	+110%	+$19.2K	﹤0.01%	490
2022 Q2	$16K	Hold	60	–	–	﹤0.01%	599
2022 Q1	$20K	Hold	60	–	–	﹤0.01%	595
2021 Q4	$23K	Hold	60	–	–	﹤0.01%	595
2021 Q3	$21K	Hold	60	–	–	﹤0.01%	602
2021 Q2	$22K	Hold	60	–	–	﹤0.01%	604
2021 Q1	$18K	Buy	60 +51	+567%	+$14.4K	﹤0.01%	632
2020 Q4	$3K	Hold	9	–	–	﹤0.01%	716
2020 Q3	$3K	Sell	9 -11	-55%	-$3.14K	﹤0.01%	633
2020 Q2	$5K	Hold	20	–	–	﹤0.01%	564
2020 Q1	$4K	Buy	+20	New	+$4.86K	﹤0.01%	625

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's MCO Position: Q2 2023 in Review

BDO Wealth Advisors increased its Moody's (MCO) stake by 2,275% in Q2 2023, buying an estimated $368K and bringing the position to 1,211 shares worth $421K. The position accounts for 0.05% of the portfolio, ranked #190.

BDO Wealth Advisors first reported a position in MCO in Q1 2020 and has held it in 14 quarters since. 1,023 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

BDO Wealth Advisors held 1,211 shares of Moody's worth $421K as of Q2 2023.
BDO Wealth Advisors bought 1,160 Moody's shares in Q2 2023, an estimated $368K.
Moody's made up 0.05% of BDO Wealth Advisors's portfolio in Q2 2023, its #190 holding.
BDO Wealth Advisors first reported a position in Moody's in Q1 2020 and has held it in 14 quarters since.
1,023 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.