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Dynamic Advisor Solutions’s Moody's MCO Stock Holding History

Dynamic Advisor Solutions’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
2024
Q4 		– Sell
-553
Closed -$263K – 747
2024
Q3 		$263K Sell
553
-128
-19% -$59.3K 0.01% 800
2024
Q2 		$287K Buy
681
+52
+8% +$20.7K 0.01% 778
2024
Q1 		$247K Buy
629
+11
+2% +$4.24K 0.01% 807
2023
Q4 		$230K Buy
+618
New +$215K 0.01% 795

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dynamic Advisor Solutions's MCO Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of Moody's (MCO) in Q4 2024, closing a stake of 553 shares — an estimated $263K sold.

Dynamic Advisor Solutions first reported a position in MCO in Q4 2023 and held it in 4 quarters. The position peaked at $287K in Q2 2024. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 553 Moody's shares in Q4 2024, an estimated $263K.
  • Dynamic Advisor Solutions first reported a position in Moody's in Q4 2023 and held it in 4 quarters.
  • Dynamic Advisor Solutions's Moody's position peaked at $287K in Q2 2024.
  • 1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.