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 0.18% 50
2022
Q2 		$790K Buy
20,080
+1,976
+11% +$86.2K 0.16% 53
2022
Q1 		$850K Buy
18,104
+4,258
+31% +$221K 0.16% 54
2021
Q4 		$865K Sell
13,846
-88
-0.6% -$5.89K 0.01% 53
2021
Q3 		$862K Sell
13,934
-944
-6% -$56.6K 0.17% 44
2021
Q2 		$846K Buy
14,878
+2,231
+18% +$121K 0.19% 50
2021
Q1 		$694K Buy
12,647
+3,054
+32% +$164K 0.18% 57
2020
Q4 		$449K Buy
+9,593
New +$386K 0.12% 70

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $17.5B AUM 29.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Foresight Wealth Management's MC Position: Q4 2022 in Review

Foresight Wealth Management sold out of Moelis & Co (MC) in Q4 2022, closing a stake of 23,337 shares — an estimated $789K sold.

Foresight Wealth Management first reported a position in MC in Q4 2020 and held it in 8 quarters. The position peaked at $865K in Q4 2021. 240 funds tracked by Wall St. Rank hold MC as of Q4 2022.

  • Foresight Wealth Management reported no remaining Moelis & Co position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 23,337 Moelis & Co shares in Q4 2022, an estimated $789K.
  • Foresight Wealth Management first reported a position in Moelis & Co in Q4 2020 and held it in 8 quarters.
  • Foresight Wealth Management's Moelis & Co position peaked at $865K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.