Certified Advisory Corp’s Moody's MCO Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-117	Closed	-$35K	–	515
2021 Q1	$35K	Buy	+117	New	+$32.9K	0.01%	402
2020 Q2	$25K	Hold	92	–	–	0.01%	401
2020 Q1	$19K	Hold	92	–	–	0.01%	421
2019 Q4	$22K	Hold	92	–	–	0.01%	467
2019 Q3	$19K	Hold	92	–	–	0.01%	497
2019 Q2	$18K	Buy	+92	New	+$17.5K	0.01%	503

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

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Certified Advisory Corp's MCO Position: Q2 2021 in Review

Certified Advisory Corp sold out of Moody's (MCO) in Q2 2021, closing a stake of 117 shares — an estimated $35K sold.

Certified Advisory Corp first reported a position in MCO in Q2 2019 and held it in 6 quarters. The position peaked at $35K in Q1 2021. 939 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

Certified Advisory Corp reported no remaining Moody's position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 117 Moody's shares in Q2 2021, an estimated $35K.
Certified Advisory Corp first reported a position in Moody's in Q2 2019 and held it in 6 quarters.
Certified Advisory Corp's Moody's position peaked at $35K in Q1 2021.
939 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.