Heritage Wealth Management (Arizona)’s Moody's MCO Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$968K	Sell	2,299 -253	-10%	-$101K	0.54%	41
2024 Q1	$1M	Sell	2,552 -64	-2%	-$24.7K	0.51%	44
2023 Q4	$1.02M	Buy	+2,616	New	+$909K	0.55%	41
2022 Q4	$2.21M	Buy	7,938 +4,226	+114%	+$1.16M	0.32%	56
2022 Q3	$902K	Buy	3,712 +93	+3%	+$27K	0.29%	60
2022 Q2	$984K	Sell	3,619 -77	-2%	-$23K	0.33%	57
2022 Q1	$1.25M	Buy	+3,696	New	+$1.24M	0.34%	57
2021 Q3	$900K	Buy	2,535 +344	+16%	+$130K	0.32%	58
2021 Q2	$794K	Sell	2,191 -10	-0.5%	-$3.33K	0.3%	70
2021 Q1	$657K	Buy	+2,201	New	+$620K	0.37%	62

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MCO Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Moody's (MCO) stake by 9.9% in Q2 2024, selling an estimated $101K and leaving 2,299 shares worth $968K. The position accounts for 0.54% of the portfolio, ranked #41.

Heritage Wealth Management (Arizona) first reported a position in MCO in Q1 2021 and has held it in 10 quarters since. The position peaked at $2.21M in Q4 2022. 1,160 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

Heritage Wealth Management (Arizona) held 2,299 shares of Moody's worth $968K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 253 Moody's shares in Q2 2024, an estimated $101K.
Moody's made up 0.54% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #41 holding.
Heritage Wealth Management (Arizona) first reported a position in Moody's in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Moody's position peaked at $2.21M in Q4 2022.
1,160 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.