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DFPG Investments’s Moelis & Co MC Stock Holding History

DFPG Investments’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
2023
Q4 		$3.1M Buy
57,004
+2,004
+4% +$94.1K 0.24% 103
2023
Q3 		$2.3M Buy
55,000
+20,412
+59% +$961K 0.21% 115
2023
Q2 		$1.77M Buy
34,588
+19,143
+124% +$764K 0.16% 139
2023
Q1 		$594K Buy
+15,445
New +$663K 0.06% 305

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

DFPG Investments's MC Position: Q4 2023 in Review

DFPG Investments increased its Moelis & Co (MC) stake by 3.6% in Q4 2023, buying an estimated $94.1K and bringing the position to 57,004 shares worth $3.1M. The position accounts for 0.24% of the portfolio, ranked #103.

DFPG Investments first reported a position in MC in Q1 2023 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold MC as of Q4 2023.

  • DFPG Investments held 57,004 shares of Moelis & Co worth $3.1M as of Q4 2023.
  • DFPG Investments bought 2,004 Moelis & Co shares in Q4 2023, an estimated $94.1K.
  • Moelis & Co made up 0.24% of DFPG Investments's portfolio in Q4 2023, its #103 holding.
  • DFPG Investments first reported a position in Moelis & Co in Q1 2023 and has held it in 4 quarters since.
  • 280 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.