FWM
MC icon

Foresight Wealth Management’s Moelis & Co MC Stock Holding History

Foresight Wealth 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
2022
Q4 		– Sell
-23,337
Closed -$789K – 67
2022
Q3 		$789K Buy
23,337
+3,257
+16% +$136K 0.34% 50
2022
Q2 		$790K Buy
20,080
+1,976
+11% +$86.2K 0.28% 53
2022
Q1 		$850K Buy
18,104
+4,258
+31% +$221K 0.34% 54
2021
Q4 		$865K Sell
13,846
-88
-0.6% -$5.89K 0.33% 53
2021
Q3 		$862K Sell
13,934
-944
-6% -$56.6K 0.38% 44
2021
Q2 		$846K Buy
14,878
+2,231
+18% +$121K 0.36% 50
2021
Q1 		$694K Buy
12,647
+3,054
+32% +$164K 0.34% 57
2020
Q4 		$449K Buy
+9,593
New +$386K 0.23% 70

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Vanguard Group
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BlackRock
BlackRock New York $5.7T AUM 30.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return