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Dakota Wealth Management’s Moelis & Co MC Stock Holding History

Dakota Wealth Management’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
2025
Q1 		– Sell
-3,459
Closed -$256K – 786
2024
Q4 		$256K Buy
+3,459
New +$250K 0.01% 660

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Charles Schwab
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State Street
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WA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dakota Wealth Management's MC Position: Q1 2025 in Review

Dakota Wealth Management sold out of Moelis & Co (MC) in Q1 2025, closing a stake of 3,459 shares — an estimated $256K sold.

Dakota Wealth Management first reported a position in MC in Q4 2024 and held it in 1 quarter. The position peaked at $256K in Q4 2024. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

  • Dakota Wealth Management reported no remaining Moelis & Co position as of Q1 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 3,459 Moelis & Co shares in Q1 2025, an estimated $256K.
  • Dakota Wealth Management first reported a position in Moelis & Co in Q4 2024 and held it in 1 quarter.
  • Dakota Wealth Management's Moelis & Co position peaked at $256K in Q4 2024.
  • 379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

Based on Dakota Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.