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First Trust Investment Solutions’s Moody's MCO Stock Holding History

First Trust Investment Solutions’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
-791
Closed -$311K – 284
2024
Q1 		$311K Buy
+791
New +$305K 0.05% 189

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TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
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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

First Trust Investment Solutions's MCO Position: Q2 2024 in Review

First Trust Investment Solutions sold out of Moody's (MCO) in Q2 2024, closing a stake of 791 shares — an estimated $311K sold.

First Trust Investment Solutions first reported a position in MCO in Q1 2024 and held it in 1 quarter. The position peaked at $311K in Q1 2024. 1,158 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

  • First Trust Investment Solutions reported no remaining Moody's position as of Q2 2024 after selling out during the quarter.
  • First Trust Investment Solutions sold 791 Moody's shares in Q2 2024, an estimated $311K.
  • First Trust Investment Solutions first reported a position in Moody's in Q1 2024 and held it in 1 quarter.
  • First Trust Investment Solutions's Moody's position peaked at $311K in Q1 2024.
  • 1,158 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on First Trust Investment Solutions's 13F filing for Q2 2024, filed 14 Aug 2024.