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Glassy Mountain Advisors’s Moelis & Co MC Stock Holding History

Glassy Mountain Advisors’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
2023
Q1 		– Sell
-3,000
Closed -$115K – 148
2022
Q4 		$115K Buy
+3,000
New +$122K 0.06% 81

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LCOV
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HCL
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WHG
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Glassy Mountain Advisors's MC Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of Moelis & Co (MC) in Q1 2023, closing a stake of 3,000 shares — an estimated $115K sold.

Glassy Mountain Advisors first reported a position in MC in Q4 2022 and held it in 1 quarter. The position peaked at $115K in Q4 2022. 244 funds tracked by Wall St. Rank hold MC as of Q1 2023.

  • Glassy Mountain Advisors reported no remaining Moelis & Co position as of Q1 2023 after selling out during the quarter.
  • Glassy Mountain Advisors sold 3,000 Moelis & Co shares in Q1 2023, an estimated $115K.
  • Glassy Mountain Advisors first reported a position in Moelis & Co in Q4 2022 and held it in 1 quarter.
  • Glassy Mountain Advisors's Moelis & Co position peaked at $115K in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2023.

Based on Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.