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Carolinas Wealth Consulting’s Moelis & Co MC Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-122
Closed -$6.93K – 1061
2024
Q1 		$6.93K Buy
+122
New +$6.66K ﹤0.01% 607

Other funds holding MC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Carolinas Wealth Consulting's MC Position: Q2 2024 in Review

Carolinas Wealth Consulting sold out of Moelis & Co (MC) in Q2 2024, closing a stake of 122 shares — an estimated $6.93K sold.

Carolinas Wealth Consulting first reported a position in MC in Q1 2024 and held it in 1 quarter. The position peaked at $6.93K in Q1 2024. 293 funds tracked by Wall St. Rank hold MC as of Q2 2024.

  • Carolinas Wealth Consulting reported no remaining Moelis & Co position as of Q2 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 122 Moelis & Co shares in Q2 2024, an estimated $6.93K.
  • Carolinas Wealth Consulting first reported a position in Moelis & Co in Q1 2024 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Moelis & Co position peaked at $6.93K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2024, filed 12 Aug 2024.