GLLW
MC icon

Graves Light Lenhart Wealth’s Moelis & Co MC Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q1 		– Sell
-530
Closed -$33K – 719
2021
Q4 		$33K Sell
530
-217
-29% -$14.5K ﹤0.01% 469
2021
Q3 		$46K Hold
747
– – 0.01% 385
2021
Q2 		$42K Sell
747
-163
-18% -$8.85K 0.01% 408
2021
Q1 		$50K Sell
910
-447
-33% -$24K 0.01% 386
2020
Q4 		$63K Buy
+1,357
New +$54.6K 0.01% 337

Other funds holding MC

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Graves Light Lenhart Wealth's MC Position: Q1 2022 in Review

Graves Light Lenhart Wealth sold out of Moelis & Co (MC) in Q1 2022, closing a stake of 530 shares — an estimated $33K sold.

Graves Light Lenhart Wealth first reported a position in MC in Q4 2020 and held it in 5 quarters. The position peaked at $63K in Q4 2020. 281 funds tracked by Wall St. Rank hold MC as of Q1 2022.

  • Graves Light Lenhart Wealth reported no remaining Moelis & Co position as of Q1 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 530 Moelis & Co shares in Q1 2022, an estimated $33K.
  • Graves Light Lenhart Wealth first reported a position in Moelis & Co in Q4 2020 and held it in 5 quarters.
  • Graves Light Lenhart Wealth's Moelis & Co position peaked at $63K in Q4 2020.
  • 281 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2022, filed 13 May 2022.