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Evolution Wealth Advisors’s Moody's MCO Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-47
Closed -$17K – 432
2021
Q3 		$17K Hold
47
– – ﹤0.01% 332
2021
Q2 		$17K Hold
47
– – ﹤0.01% 328
2021
Q1 		$14K Hold
47
– – ﹤0.01% 357
2020
Q4 		$14K Hold
47
– – ﹤0.01% 314
2020
Q3 		$14K Hold
47
– – ﹤0.01% 312
2020
Q2 		$13K Buy
+47
New +$11.9K ﹤0.01% 254
2020
Q1 		– Sell
-23
Closed -$5K – 523
2019
Q4 		$5K Buy
23
+1
+5% +$222 ﹤0.01% 405
2019
Q3 		$5K Hold
22
– – ﹤0.01% 278
2019
Q2 		$4K Buy
+22
New +$4.17K ﹤0.01% 300

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evolution Wealth Advisors's MCO Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Moody's (MCO) in Q4 2021, closing a stake of 47 shares — an estimated $17K sold.

Evolution Wealth Advisors first reported a position in MCO in Q2 2019 and held it in 9 quarters. The position peaked at $17K in Q3 2021. 1,054 funds tracked by Wall St. Rank hold MCO as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Moody's position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 47 Moody's shares in Q4 2021, an estimated $17K.
  • Evolution Wealth Advisors first reported a position in Moody's in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Moody's position peaked at $17K in Q3 2021.
  • 1,054 funds tracked by Wall St. Rank held Moody's as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.