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Confluence Wealth Services’s Moody's MCO Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-117
Closed -$45K – 777
2021
Q4 		$45K Buy
+117
New +$45.1K 0.01% 494

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Confluence Wealth Services's MCO Position: Q1 2022 in Review

Confluence Wealth Services sold out of Moody's (MCO) in Q1 2022, closing a stake of 117 shares — an estimated $45K sold.

Confluence Wealth Services first reported a position in MCO in Q4 2021 and held it in 1 quarter. The position peaked at $45K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

  • Confluence Wealth Services reported no remaining Moody's position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 117 Moody's shares in Q1 2022, an estimated $45K.
  • Confluence Wealth Services first reported a position in Moody's in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Moody's position peaked at $45K in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.