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BOK Financial Private Wealth’s Moelis & Co MC Stock Holding History

BOK Financial Private Wealth’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
2024
Q3 		– Sell
-300
Closed -$17.1K – 547
2024
Q2 		$17.1K Buy
+300
New +$16.2K ﹤0.01% 346

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

BOK Financial Private Wealth's MC Position: Q3 2024 in Review

BOK Financial Private Wealth sold out of Moelis & Co (MC) in Q3 2024, closing a stake of 300 shares — an estimated $17.1K sold.

BOK Financial Private Wealth first reported a position in MC in Q2 2024 and held it in 1 quarter. The position peaked at $17.1K in Q2 2024. 332 funds tracked by Wall St. Rank hold MC as of Q3 2024.

  • BOK Financial Private Wealth reported no remaining Moelis & Co position as of Q3 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 300 Moelis & Co shares in Q3 2024, an estimated $17.1K.
  • BOK Financial Private Wealth first reported a position in Moelis & Co in Q2 2024 and held it in 1 quarter.
  • BOK Financial Private Wealth's Moelis & Co position peaked at $17.1K in Q2 2024.
  • 332 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2024.

Based on BOK Financial Private Wealth's 13F filing for Q3 2024, filed 13 Nov 2024.