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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
2021
Q3 		$62K Hold
1
– – 0.03% 486
2021
Q2 		$57K Buy
+1
New +$54 0.02% 525
2018
Q3 		$0 Buy
+4
New +$235 ﹤0.01% 1519
2018
Q2 		– Sell
-33
Closed -$2K – 1529
2018
Q1 		$2K Buy
+33
New +$1.69K ﹤0.01% 971

Other funds holding MC

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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Financial Gravity Asset Management's MC Position: Q3 2021 in Review

Financial Gravity Asset Management held its Moelis & Co (MC) position steady in Q3 2021 at 1 share worth $62K. The position accounts for 0.03% of the portfolio, ranked #486.

Financial Gravity Asset Management first reported a position in MC in Q1 2018 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold MC as of Q3 2021.

  • Financial Gravity Asset Management held 1 share of Moelis & Co worth $62K as of Q3 2021.
  • Financial Gravity Asset Management left its Moelis & Co share count unchanged in Q3 2021.
  • Moelis & Co made up 0.03% of Financial Gravity Asset Management's portfolio in Q3 2021, its #486 holding.
  • Financial Gravity Asset Management first reported a position in Moelis & Co in Q1 2018 and has held it in 4 quarters since.
  • 290 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.