Cetera Advisor Networks’s Moelis & Co MC Stock Holding History

Cetera Advisor Networks’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 Q1	$204K	Sell	3,586 -188	-5%	-$10.3K	﹤0.01%	2582
2023 Q4	$212K	Buy	+3,774	New	+$177K	﹤0.01%	2491
2022 Q2	–	Sell	-6,366	Closed	-$299K	–	2151
2022 Q1	$299K	Buy	6,366 +828	+15%	+$43K	﹤0.01%	1628
2021 Q4	$346K	Buy	5,538 +1,508	+37%	+$101K	﹤0.01%	1525
2021 Q3	$249K	Buy	+4,030	New	+$241K	﹤0.01%	1660
2020 Q3	–	Sell	-1,742	Closed	-$54K	–	2281
2020 Q2	$54K	Buy	+1,742	New	+$54.7K	﹤0.01%	1857

Other funds holding MC

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

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

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cetera Advisor Networks's MC Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Moelis & Co (MC) stake by 5% in Q1 2024, selling an estimated $10.3K and leaving 3,586 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Cetera Advisor Networks first reported a position in MC in Q2 2020 and has held it in 6 quarters since. The position peaked at $346K in Q4 2021. 308 funds tracked by Wall St. Rank hold MC as of Q1 2024.

Cetera Advisor Networks held 3,586 shares of Moelis & Co worth $204K as of Q1 2024.
Cetera Advisor Networks sold 188 Moelis & Co shares in Q1 2024, an estimated $10.3K.
Moelis & Co made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2582 holding.
Cetera Advisor Networks first reported a position in Moelis & Co in Q2 2020 and has held it in 6 quarters since.
Cetera Advisor Networks's Moelis & Co position peaked at $346K in Q4 2021.
308 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.