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

Exencial 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
2023 Q2	–	Sell	-3,232	Closed	-$989K	–	443
2023 Q1	$989K	Sell	3,232 -12	-0.4%	-$3.63K	0.05%	223
2022 Q4	$904K	Buy	3,244 +27	+0.8%	+$7.38K	0.05%	225
2022 Q3	$782K	Sell	3,217 -8	-0.2%	-$2.32K	0.05%	229
2022 Q2	$877K	Buy	3,225 +15	+0.5%	+$4.49K	0.05%	227
2022 Q1	$1.08M	Buy	3,210 +3	+0.1%	+$1.01K	0.05%	227
2021 Q4	$1.25M	Buy	3,207 +4	+0.1%	+$1.54K	0.06%	217
2021 Q3	$1.14M	Buy	3,203 +3	+0.1%	+$1.13K	0.05%	181
2021 Q2	$1.16M	Hold	3,200	–	–	0.06%	219
2021 Q1	$956K	Hold	3,200	–	–	0.06%	223
2020 Q4	$929K	Hold	3,200	–	–	0.06%	200
2020 Q3	$928K	Hold	3,200	–	–	0.05%	205
2020 Q2	$879K	Hold	3,200	–	–	0.08%	187
2020 Q1	$677K	Hold	3,200	–	–	0.12%	133
2019 Q4	$760K	Hold	3,200	–	–	0.13%	139
2019 Q3	$655K	Sell	3,200 -50	-2%	-$10.5K	0.14%	132
2019 Q2	$635K	Hold	3,250	–	–	0.15%	126
2019 Q1	$589K	Sell	3,250 -50	-2%	-$8.22K	0.14%	129
2018 Q4	$462K	Buy	+3,300	New	+$498K	0.12%	130

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Exencial Wealth Advisors's MCO Position: Q2 2023 in Review

Exencial Wealth Advisors sold out of Moody's (MCO) in Q2 2023, closing a stake of 3,232 shares — an estimated $989K sold.

Exencial Wealth Advisors first reported a position in MCO in Q4 2018 and held it in 18 quarters. The position peaked at $1.25M in Q4 2021. 1,022 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

Exencial Wealth Advisors reported no remaining Moody's position as of Q2 2023 after selling out during the quarter.
Exencial Wealth Advisors sold 3,232 Moody's shares in Q2 2023, an estimated $989K.
Exencial Wealth Advisors first reported a position in Moody's in Q4 2018 and held it in 18 quarters.
Exencial Wealth Advisors's Moody's position peaked at $1.25M in Q4 2021.
1,022 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on Exencial Wealth Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.