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Better Money Decisions’s Moelis & Co MC Stock Holding History

Better Money Decisions’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
2022
Q3 		– Sell
-207
Closed -$8K – 274
2022
Q2 		$8K Buy
+207
New +$9.03K 0.01% 344
2021
Q4 		– Sell
-207
Closed -$13K – 361
2021
Q3 		$13K Hold
207
– – 0.01% 349
2021
Q2 		$12K Hold
207
– – 0.01% 358
2021
Q1 		$11K Buy
+207
New +$11.1K 0.01% 320

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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Better Money Decisions's MC Position: Q3 2022 in Review

Better Money Decisions sold out of Moelis & Co (MC) in Q3 2022, closing a stake of 207 shares — an estimated $8K sold.

Better Money Decisions first reported a position in MC in Q1 2021 and held it in 4 quarters. The position peaked at $13K in Q3 2021. 246 funds tracked by Wall St. Rank hold MC as of Q3 2022.

  • Better Money Decisions reported no remaining Moelis & Co position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 207 Moelis & Co shares in Q3 2022, an estimated $8K.
  • Better Money Decisions first reported a position in Moelis & Co in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Moelis & Co position peaked at $13K in Q3 2021.
  • 246 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.