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GoalVest Advisory’s Moelis & Co MC Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-152
Closed -$6.86K – 444
2023
Q3 		$6.86K Buy
152
+24
+19% +$1.13K ﹤0.01% 319
2023
Q2 		$5.8K Buy
+128
New +$5.11K ﹤0.01% 284

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

GoalVest Advisory's MC Position: Q4 2023 in Review

GoalVest Advisory sold out of Moelis & Co (MC) in Q4 2023, closing a stake of 152 shares — an estimated $6.86K sold.

GoalVest Advisory first reported a position in MC in Q2 2023 and held it in 2 quarters. The position peaked at $6.86K in Q3 2023. 280 funds tracked by Wall St. Rank hold MC as of Q4 2023.

  • GoalVest Advisory reported no remaining Moelis & Co position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 152 Moelis & Co shares in Q4 2023, an estimated $6.86K.
  • GoalVest Advisory first reported a position in Moelis & Co in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's Moelis & Co position peaked at $6.86K in Q3 2023.
  • 280 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.