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Forvis Mazars Wealth Advisors’s Moody's MCO Stock Holding History

Forvis Mazars Wealth Advisors’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
2021
Q1 		– Sell
-912
Closed -$265K – 326
2020
Q4 		$265K Buy
912
+36
+4% +$10.1K 0.01% 305
2020
Q3 		$254K Buy
876
+25
+3% +$7.14K 0.01% 273
2020
Q2 		$234K Buy
+851
New +$216K 0.02% 280

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
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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors's MCO Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Moody's (MCO) in Q1 2021, closing a stake of 912 shares — an estimated $265K sold.

Forvis Mazars Wealth Advisors first reported a position in MCO in Q2 2020 and held it in 3 quarters. The position peaked at $265K in Q4 2020. 917 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 912 Moody's shares in Q1 2021, an estimated $265K.
  • Forvis Mazars Wealth Advisors first reported a position in Moody's in Q2 2020 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Moody's position peaked at $265K in Q4 2020.
  • 917 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.