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CM Wealth Advisors’s Moody's MCO Stock Holding History

CM Wealth 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
Q2 		– Sell
-525
Closed -$207K – 136
2024
Q1 		$207K Buy
+525
New +$202K 0.06% 178
2023
Q3 		– Sell
-849
Closed -$300K – 133
2023
Q2 		$300K Sell
849
-7,392
-90% -$2.34M 0.1% 103
2023
Q1 		$2.51M Buy
+8,241
New +$2.49M 0.49% 31

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CM Wealth Advisors's MCO Position: Q2 2024 in Review

CM Wealth Advisors sold out of Moody's (MCO) in Q2 2024, closing a stake of 525 shares — an estimated $207K sold.

CM Wealth Advisors first reported a position in MCO in Q1 2023 and held it in 3 quarters. The position peaked at $2.51M in Q1 2023. 1,158 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

  • CM Wealth Advisors reported no remaining Moody's position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 525 Moody's shares in Q2 2024, an estimated $207K.
  • CM Wealth Advisors first reported a position in Moody's in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's Moody's position peaked at $2.51M in Q1 2023.
  • 1,158 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.