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

Drive 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
2023 Q4	–	Sell	-5,397	Closed	-$244K	–	316
2023 Q3	$244K	Sell	5,397 -1,849	-26%	-$87K	0.09%	206
2023 Q2	$329K	Sell	7,246 -1,023	-12%	-$40.8K	0.12%	160
2023 Q1	$318K	Sell	8,269 -982	-11%	-$42.2K	0.13%	163
2022 Q4	$355K	Buy	+9,251	New	+$375K	0.18%	136

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Drive Wealth Management's MC Position: Q4 2023 in Review

Drive Wealth Management sold out of Moelis & Co (MC) in Q4 2023, closing a stake of 5,397 shares — an estimated $244K sold.

Drive Wealth Management first reported a position in MC in Q4 2022 and held it in 4 quarters. The position peaked at $355K in Q4 2022. 280 funds tracked by Wall St. Rank hold MC as of Q4 2023.

Drive Wealth Management reported no remaining Moelis & Co position as of Q4 2023 after selling out during the quarter.
Drive Wealth Management sold 5,397 Moelis & Co shares in Q4 2023, an estimated $244K.
Drive Wealth Management first reported a position in Moelis & Co in Q4 2022 and held it in 4 quarters.
Drive Wealth Management's Moelis & Co position peaked at $355K in Q4 2022.
280 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2023.

Based on Drive Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.