HCR Wealth Advisors’s Moelis & Co MC Stock Holding History

HCR Wealth 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
2022 Q1	–	Sell	-29,965	Closed	-$1.87M	–	199
2021 Q4	$1.87M	Hold	29,965	–	–	0.29%	74
2021 Q3	$1.85M	Hold	29,965	–	–	0.31%	72
2021 Q2	$1.71M	Hold	29,965	–	–	0.3%	73
2021 Q1	$1.64M	Buy	29,965 +460	+2%	+$24.7K	0.33%	68
2020 Q4	$1.38M	Buy	+29,505	New	+$1.19M	0.29%	71

Other funds holding MC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

HCR Wealth Advisors's MC Position: Q1 2022 in Review

HCR Wealth Advisors sold out of Moelis & Co (MC) in Q1 2022, closing a stake of 29,965 shares — an estimated $1.87M sold.

HCR Wealth Advisors first reported a position in MC in Q4 2020 and held it in 5 quarters. The position peaked at $1.87M in Q4 2021. 281 funds tracked by Wall St. Rank hold MC as of Q1 2022.

HCR Wealth Advisors reported no remaining Moelis & Co position as of Q1 2022 after selling out during the quarter.
HCR Wealth Advisors sold 29,965 Moelis & Co shares in Q1 2022, an estimated $1.87M.
HCR Wealth Advisors first reported a position in Moelis & Co in Q4 2020 and held it in 5 quarters.
HCR Wealth Advisors's Moelis & Co position peaked at $1.87M in Q4 2021.
281 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2022.

Based on HCR Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.