CM Wealth Advisors’s Moelis & Co MC Stock Holding History

CM Wealth Advisors’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
2023 Q2	–	Sell	-35,096	Closed	-$1.43M	–	316
2023 Q1	$1.43M	Buy	+35,096	New	+$1.51M	0.28%	85

Other funds holding MC

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

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

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

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CM Wealth Advisors's MC Position: Q2 2023 in Review

CM Wealth Advisors sold out of Moelis & Co (MC) in Q2 2023, closing a stake of 35,096 shares — an estimated $1.43M sold.

CM Wealth Advisors first reported a position in MC in Q1 2023 and held it in 1 quarter. The position peaked at $1.43M in Q1 2023. 257 funds tracked by Wall St. Rank hold MC as of Q2 2023.

CM Wealth Advisors reported no remaining Moelis & Co position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 35,096 Moelis & Co shares in Q2 2023, an estimated $1.43M.
CM Wealth Advisors first reported a position in Moelis & Co in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Moelis & Co position peaked at $1.43M in Q1 2023.
257 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.