Curi Wealth Management’s Moody's MCO Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-3	Closed	-$1K	–	490
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	580
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	490
2021 Q4	$1K	Buy	+3	New	+$1.16K	﹤0.01%	451
2021 Q1	–	Sell	-3	Closed	–	–	323
2020 Q4	$0	Buy	+3	New	+$839	﹤0.01%	469

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Curi Wealth Management's MCO Position: Q3 2022 in Review

Curi Wealth Management sold out of Moody's (MCO) in Q3 2022, closing a stake of 3 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in MCO in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

Curi Wealth Management reported no remaining Moody's position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 3 Moody's shares in Q3 2022, an estimated $1K.
Curi Wealth Management first reported a position in Moody's in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Moody's position peaked at $1K in Q2 2022.
933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.