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Capital Performance Advisors’s Moelis & Co MC Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-11
Closed -$754 – 1626
2024
Q3 		$754 Buy
+11
New +$710 ﹤0.01% 2058

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Performance Advisors's MC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Moelis & Co (MC) in Q4 2024, closing a stake of 11 shares — an estimated $754 sold.

Capital Performance Advisors first reported a position in MC in Q3 2024 and held it in 1 quarter. The position peaked at $754 in Q3 2024. 351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Moelis & Co position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 11 Moelis & Co shares in Q4 2024, an estimated $754.
  • Capital Performance Advisors first reported a position in Moelis & Co in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Moelis & Co position peaked at $754 in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.