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Garrett Wealth Advisory Group’s Moody's MCO Stock Holding History

Garrett Wealth 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
2019
Q4 		– Sell
-18
Closed -$3.69K – 404
2019
Q3 		$3.69K Buy
+18
New +$3.77K ﹤0.01% 421

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Garrett Wealth Advisory Group's MCO Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Moody's (MCO) in Q4 2019, closing a stake of 18 shares — an estimated $3.69K sold.

Garrett Wealth Advisory Group first reported a position in MCO in Q3 2019 and held it in 1 quarter. The position peaked at $3.69K in Q3 2019. 808 funds tracked by Wall St. Rank hold MCO as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Moody's position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 18 Moody's shares in Q4 2019, an estimated $3.69K.
  • Garrett Wealth Advisory Group first reported a position in Moody's in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Moody's position peaked at $3.69K in Q3 2019.
  • 808 funds tracked by Wall St. Rank held Moody's as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.