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First Capital Advisors Group’s Moelis & Co MC Stock Holding History

First Capital Advisors Group’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
Q2 		$26K Buy
+574
New +$22.9K 0.01% 382

Other funds holding MC

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Kayne Anderson Rudnick Investment Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Capital Advisors Group's MC Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Moelis & Co (MC) in Q2 2023: 574 shares worth $26K. The stake represents 0.01% of the portfolio and ranks #382 among its holdings.

259 funds tracked by Wall St. Rank hold MC as of Q2 2023.

  • First Capital Advisors Group held 574 shares of Moelis & Co worth $26K as of Q2 2023.
  • Moelis & Co was a new First Capital Advisors Group position in Q2 2023.
  • Moelis & Co made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #382 holding.
  • 259 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.