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

Capital Asset 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
2021
Q1 		– Sell
-11
Closed -$3K – 1153
2020
Q4 		$3K Buy
+11
New +$3.08K ﹤0.01% 1384

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State Street
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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Asset Advisory Services's MCO Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Moody's (MCO) in Q1 2021, closing a stake of 11 shares — an estimated $3K sold.

Capital Asset Advisory Services first reported a position in MCO in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 917 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 11 Moody's shares in Q1 2021, an estimated $3K.
  • Capital Asset Advisory Services first reported a position in Moody's in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Moody's position peaked at $3K in Q4 2020.
  • 917 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.