ICA Group Wealth Management’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-255
Closed -$78K 1383
2023
Q1
$78K Sell
255
-12
-4% -$3.63K 0.02% 389
2022
Q4
$74.4K Buy
+267
New +$73K 0.02% 425

Other funds holding MCO

ICA Group Wealth Management's MCO Position: Q2 2023 in Review

ICA Group Wealth Management sold out of Moody's (MCO) in Q2 2023, closing a stake of 255 shares — an estimated $78K sold.

ICA Group Wealth Management first reported a position in MCO in Q4 2022 and held it in 2 quarters. The position peaked at $78K in Q1 2023. 1,023 funds tracked by Wall St. Rank hold MCO as of Q2 2023.

  • ICA Group Wealth Management reported no remaining Moody's position as of Q2 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 255 Moody's shares in Q2 2023, an estimated $78K.
  • ICA Group Wealth Management first reported a position in Moody's in Q4 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's Moody's position peaked at $78K in Q1 2023.
  • 1,023 funds tracked by Wall St. Rank held Moody's as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.