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Founders Financial Alliance’s Moelis & Co MC Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-83
Closed -$3K – 904
2020
Q3 		$3K Buy
+83
New +$2.63K ﹤0.01% 1137

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TAM
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Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
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Founders Financial Alliance's MC Position: Q4 2020 in Review

Founders Financial Alliance sold out of Moelis & Co (MC) in Q4 2020, closing a stake of 83 shares — an estimated $3K sold.

Founders Financial Alliance first reported a position in MC in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 227 funds tracked by Wall St. Rank hold MC as of Q4 2020.

  • Founders Financial Alliance reported no remaining Moelis & Co position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 83 Moelis & Co shares in Q4 2020, an estimated $3K.
  • Founders Financial Alliance first reported a position in Moelis & Co in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Moelis & Co position peaked at $3K in Q3 2020.
  • 227 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.