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Financial Synergies Wealth Advisors’s Moody's MCO Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-3
Closed -$1.18K – 290
2024
Q1 		$1.18K Buy
+3
New +$1.16K ﹤0.01% 386
2023
Q4 		– Sell
-3
Closed -$949 – 515
2023
Q3 		$949 Hold
3
– – ﹤0.01% 381
2023
Q2 		$1.04K Sell
3
-3
-50% -$951 ﹤0.01% 368
2023
Q1 		$1.84K Buy
+6
New +$1.81K ﹤0.01% 304
2022
Q4 		– Sell
-6
Closed -$1.46K – 485
2022
Q3 		$1.46K Hold
6
– – ﹤0.01% 252
2022
Q2 		$1.63K Buy
+6
New +$1.79K ﹤0.01% 260

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Synergies Wealth Advisors's MCO Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Moody's (MCO) in Q2 2024, closing a stake of 3 shares — an estimated $1.18K sold.

Financial Synergies Wealth Advisors first reported a position in MCO in Q2 2022 and held it in 6 quarters. The position peaked at $1.84K in Q1 2023. 1,159 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Moody's position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 3 Moody's shares in Q2 2024, an estimated $1.18K.
  • Financial Synergies Wealth Advisors first reported a position in Moody's in Q2 2022 and held it in 6 quarters.
  • Financial Synergies Wealth Advisors's Moody's position peaked at $1.84K in Q1 2023.
  • 1,159 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.