Cordasco Financial Network’s Moelis & Co MC Stock Holding History

Cordasco Financial Network’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
2022 Q2	$5K	Hold	135	–	–	﹤0.01%	455
2022 Q1	$6K	Hold	135	–	–	﹤0.01%	437
2021 Q4	$8K	Hold	135	–	–	0.01%	399
2021 Q3	$8K	Hold	135	–	–	0.01%	407
2021 Q2	$8K	Hold	135	–	–	0.01%	415
2021 Q1	$7K	Hold	135	–	–	0.01%	417
2020 Q4	$6K	Hold	135	–	–	﹤0.01%	391
2020 Q3	$5K	Hold	135	–	–	﹤0.01%	404
2020 Q2	$4K	Hold	135	–	–	﹤0.01%	387
2020 Q1	$4K	Hold	135	–	–	﹤0.01%	356
2019 Q4	$4K	Hold	135	–	–	﹤0.01%	381
2019 Q3	$4K	Hold	135	–	–	﹤0.01%	394
2019 Q2	$5K	Buy	+135	New	+$4.88K	﹤0.01%	365

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 $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Cordasco Financial Network's MC Position: Q2 2022 in Review

Cordasco Financial Network held its Moelis & Co (MC) position steady in Q2 2022 at 135 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Cordasco Financial Network first reported a position in MC in Q2 2019 and has held it in 13 quarters since. The position peaked at $8K in Q4 2021. 259 funds tracked by Wall St. Rank hold MC as of Q2 2022.

Cordasco Financial Network held 135 shares of Moelis & Co worth $5K as of Q2 2022.
Cordasco Financial Network left its Moelis & Co share count unchanged in Q2 2022.
Moelis & Co made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #455 holding.
Cordasco Financial Network first reported a position in Moelis & Co in Q2 2019 and has held it in 13 quarters since.
Cordasco Financial Network's Moelis & Co position peaked at $8K in Q4 2021.
259 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.