FGAM
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Financial Gravity Asset Management’s Moelis & Co MC Stock Holding History

Financial Gravity Asset 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
Q3 		– Sell
-45
Closed -$1.51K – 1552
2023
Q2 		$1.51K Buy
+45
New +$1.8K ﹤0.01% 712
2022
Q2 		– Sell
-94
Closed -$4 – 802
2022
Q1 		$4 Sell
94
-32
-25% -$1.66K ﹤0.01% 823
2021
Q4 		$29 Buy
126
+125
+12,500% +$8.37K ﹤0.01% 778
2021
Q3 		$62K Hold
1
– – 0.03% 486
2021
Q2 		$57K Hold
1
– – 0.02% 525
2021
Q1 		$41 Buy
+1
New +$54 ﹤0.01% 577
2018
Q3 		$0 Buy
+4
New +$235 ﹤0.01% 1526
2018
Q2 		– Sell
-33
Closed -$2K – 1536
2018
Q1 		$2K Buy
+33
New +$1.69K ﹤0.01% 971

Other funds holding MC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return