CA
MCO icon

Cetera Advisors’s Moody's MCO Stock Holding History

Cetera Advisors’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
2024
Q1 		$3.1M Buy
7,886
+3,909
+98% +$1.51M 0.02% 633
2023
Q4 		$1.55M Buy
3,977
+219
+6% +$76.1K 0.02% 597
2023
Q3 		$1.19M Buy
3,758
+32
+0.9% +$10.9K 0.02% 654
2023
Q2 		$1.3M Buy
3,726
+99
+3% +$31.4K 0.02% 626
2023
Q1 		$1.11M Sell
3,627
-620
-15% -$187K 0.02% 651
2022
Q4 		$1.18M Buy
+4,247
New +$1.16M 0.02% 601

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Cetera Advisors's MCO Position: Q1 2024 in Review

Cetera Advisors increased its Moody's (MCO) stake by 98% in Q1 2024, buying an estimated $1.51M and bringing the position to 7,886 shares worth $3.1M. The position accounts for 0.02% of the portfolio, ranked #633.

Cetera Advisors first reported a position in MCO in Q4 2022 and has held it in 6 quarters since. 1,132 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

  • Cetera Advisors held 7,886 shares of Moody's worth $3.1M as of Q1 2024.
  • Cetera Advisors bought 3,909 Moody's shares in Q1 2024, an estimated $1.51M.
  • Moody's made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #633 holding.
  • Cetera Advisors first reported a position in Moody's in Q4 2022 and has held it in 6 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

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