FDx Advisors’s Moelis & Co MC Stock Holding History

FDx Advisors’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
2024 Q1	–	Sell	-4,494	Closed	-$252K	–	530
2023 Q4	$252K	Sell	4,494 -65	-1%	-$3.05K	0.02%	583
2023 Q3	$206K	Buy	+4,559	New	+$215K	0.02%	597

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FDx Advisors's MC Position: Q1 2024 in Review

FDx Advisors sold out of Moelis & Co (MC) in Q1 2024, closing a stake of 4,494 shares — an estimated $252K sold.

FDx Advisors first reported a position in MC in Q3 2023 and held it in 2 quarters. The position peaked at $252K in Q4 2023. 307 funds tracked by Wall St. Rank hold MC as of Q1 2024.

FDx Advisors reported no remaining Moelis & Co position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 4,494 Moelis & Co shares in Q1 2024, an estimated $252K.
FDx Advisors first reported a position in Moelis & Co in Q3 2023 and held it in 2 quarters.
FDx Advisors's Moelis & Co position peaked at $252K in Q4 2023.
307 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.