Capital Advisory Group Advisory Services’s Moody's MCO Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-65	Closed	-$22K	–	360
2022 Q1	$22K	Buy	+65	New	+$21.9K	0.01%	292
2021 Q4	–	Sell	-65	Closed	-$23K	–	352
2021 Q3	$23K	Hold	65	–	–	0.01%	317
2021 Q2	$24K	Hold	65	–	–	0.01%	316
2021 Q1	$19K	Hold	65	–	–	0.01%	319
2020 Q4	$19K	Hold	65	–	–	0.01%	314
2020 Q3	$19K	Hold	65	–	–	0.01%	272
2020 Q2	$18K	Hold	65	–	–	0.01%	264
2020 Q1	$14K	Buy	+65	New	+$15.8K	0.02%	199
2019 Q4	–	Sell	-65	Closed	-$14K	–	322
2019 Q3	$14K	Hold	65	–	–	0.01%	251
2019 Q2	$12K	Hold	65	–	–	0.01%	265
2019 Q1	$12K	Hold	65	–	–	0.01%	260
2018 Q4	$9K	Buy	+65	New	+$9.8K	0.01%	259

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Capital Advisory Group Advisory Services's MCO Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Moody's (MCO) in Q2 2022, closing a stake of 65 shares — an estimated $22K sold.

Capital Advisory Group Advisory Services first reported a position in MCO in Q4 2018 and held it in 12 quarters. The position peaked at $24K in Q2 2021. 951 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 65 Moody's shares in Q2 2022, an estimated $22K.
Capital Advisory Group Advisory Services first reported a position in Moody's in Q4 2018 and held it in 12 quarters.
Capital Advisory Group Advisory Services's Moody's position peaked at $24K in Q2 2021.
951 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.