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Fortitude Advisory Group’s Moody's MCO Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-156
Closed -$53K – 829
2022
Q1 		$53K Hold
156
– – 0.03% 513
2021
Q4 		$61K Buy
+156
New +$60.2K 0.03% 484

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fortitude Advisory Group's MCO Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Moody's (MCO) in Q2 2022, closing a stake of 156 shares — an estimated $53K sold.

Fortitude Advisory Group first reported a position in MCO in Q4 2021 and held it in 2 quarters. The position peaked at $61K in Q4 2021. 949 funds tracked by Wall St. Rank hold MCO as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Moody's position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 156 Moody's shares in Q2 2022, an estimated $53K.
  • Fortitude Advisory Group first reported a position in Moody's in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Moody's position peaked at $61K in Q4 2021.
  • 949 funds tracked by Wall St. Rank held Moody's as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.