Cetera Advisor Networks’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.65M | Sell |
6,752
-145
| -2% | -$55.9K | 0.01% | 895 |
|
|
2023
Q4 | $2.69M | Sell |
6,897
-1,085
| -14% | -$377K | 0.02% | 832 |
|
|
2023
Q3 | $2.52M | Buy |
7,982
+209
| +3% | +$71.1K | 0.02% | 799 |
|
|
2023
Q2 | $2.7M | Buy |
7,773
+2,325
| +43% | +$737K | 0.02% | 740 |
|
|
2023
Q1 | $1.67M | Sell |
5,448
-1
| -0% | -$302 | 0.01% | 923 |
|
|
2022
Q4 | $1.52M | Buy |
5,449
+4,067
| +294% | +$1.11M | 0.01% | 946 |
|
|
2022
Q3 | $336K | Buy |
1,382
+76
| +6% | +$22.1K | ﹤0.01% | 1534 |
|
|
2022
Q2 | $355K | Sell |
1,306
-53
| -4% | -$15.9K | ﹤0.01% | 1511 |
|
|
2022
Q1 | $459K | Sell |
1,359
-155
| -10% | -$52.1K | 0.01% | 1347 |
|
|
2021
Q4 | $591K | Buy |
1,514
+172
| +13% | +$66.3K | 0.01% | 1183 |
|
|
2021
Q3 | $477K | Sell |
1,342
-48
| -3% | -$18.1K | 0.01% | 1254 |
|
|
2021
Q2 | $504K | Buy |
1,390
+176
| +14% | +$58.6K | 0.01% | 1176 |
|
|
2021
Q1 | $363K | Buy |
1,214
+353
| +41% | +$99.4K | 0.01% | 1033 |
|
|
2020
Q4 | $250K | Sell |
861
-100
| -10% | -$28K | 0.01% | 1146 |
|
|
2020
Q3 | $279K | Sell |
961
-32
| -3% | -$9.13K | 0.01% | 968 |
|
|
2020
Q2 | $273K | Buy |
993
+17
| +2% | +$4.32K | 0.01% | 954 |
|
|
2020
Q1 | $206K | Sell |
976
-143
| -13% | -$34.8K | 0.01% | 975 |
|
|
2019
Q4 | $263K | Buy |
1,119
+84
| +8% | +$18.7K | 0.01% | 1016 |
|
|
2019
Q3 | $212K | Hold |
1,035
| – | – | 0.01% | 1077 |
|
|
2019
Q2 | $201K | Buy |
+1,035
| New | +$196K | 0.01% | 1096 |
|
|
2018
Q4 | – | Sell |
-1,225
| Closed | -$205K | – | 1102 |
|
|
2018
Q3 | $205K | Buy |
+1,225
| New | +$215K | 0.01% | 1039 |
|
|
2018
Q1 | – | Sell |
-2,083
| Closed | -$308K | – | 927 |
|
|
2017
Q4 | $308K | Sell |
2,083
-40
| -2% | -$5.86K | 0.01% | 723 |
|
|
2017
Q3 | $297K | Hold |
2,123
| – | – | 0.01% | 687 |
|
|
2017
Q2 | $258K | Sell |
2,123
-50
| -2% | -$5.85K | 0.01% | 743 |
|
|
2017
Q1 | $242K | Buy |
+2,173
| New | +$233K | 0.01% | 771 |
|
|
2016
Q4 | – | Sell |
-2,176
| Closed | -$236K | – | 950 |
|
|
2016
Q3 | $236K | Buy |
+2,176
| New | +$229K | 0.01% | 867 |
|
|
2016
Q2 | – | Sell |
-2,138
| Closed | -$207K | – | 854 |
|
|
2016
Q1 | $207K | Sell |
2,138
-50
| -2% | -$4.49K | 0.01% | 741 |
|
|
2015
Q4 | $221K | Sell |
2,188
-86
| -4% | -$8.62K | 0.01% | 716 |
|
|
2015
Q3 | $222K | Sell |
2,274
-637
| -22% | -$67.8K | 0.02% | 686 |
|
|
2015
Q2 | $301K | Hold |
2,911
| – | – | 0.02% | 623 |
|
|
2015
Q1 | $301K | Buy |
2,911
+86
| +3% | +$8.31K | 0.02% | 627 |
|
|
2014
Q4 | $272K | Sell |
2,825
-25
| -0.9% | -$2.42K | 0.02% | 641 |
|
|
2014
Q3 | $270K | Buy |
+2,850
| New | +$261K | 0.02% | 645 |
|
Other funds holding MCO
ACM
Cetera Advisor Networks's MCO Position: Q1 2024 in Review
Cetera Advisor Networks reduced its Moody's (MCO) stake by 2.1% in Q1 2024, selling an estimated $55.9K and leaving 6,752 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #895.
Cetera Advisor Networks first reported a position in MCO in Q3 2014 and has held it in 33 quarters since. The position peaked at $2.7M in Q2 2023. 1,133 funds tracked by Wall St. Rank hold MCO as of Q1 2024.
- Cetera Advisor Networks held 6,752 shares of Moody's worth $2.65M as of Q1 2024.
- Cetera Advisor Networks sold 145 Moody's shares in Q1 2024, an estimated $55.9K.
- Moody's made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #895 holding.
- Cetera Advisor Networks first reported a position in Moody's in Q3 2014 and has held it in 33 quarters since.
- Cetera Advisor Networks's Moody's position peaked at $2.7M in Q2 2023.
- 1,133 funds tracked by Wall St. Rank held Moody's as of Q1 2024.
Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.