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Capital A Wealth Management’s Moelis & Co MC Stock Holding History

Capital A Wealth 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
2025
Q1 		– Sell
-1
Closed -$74 – 842
2024
Q4 		$74 Buy
+1
New +$72 ﹤0.01% 791

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
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WA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital A Wealth Management's MC Position: Q1 2025 in Review

Capital A Wealth Management sold out of Moelis & Co (MC) in Q1 2025, closing a stake of 1 share — an estimated $74 sold.

Capital A Wealth Management first reported a position in MC in Q4 2024 and held it in 1 quarter. The position peaked at $74 in Q4 2024. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

  • Capital A Wealth Management reported no remaining Moelis & Co position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 1 Moelis & Co share in Q1 2025, an estimated $74.
  • Capital A Wealth Management first reported a position in Moelis & Co in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Moelis & Co position peaked at $74 in Q4 2024.
  • 379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.