Ignite Planners’s Moelis & Co MC Stock Holding History

Ignite Planners’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	-15,391	Closed	-$687K	–	316
2023 Q3	$687K	Buy	+15,391	New	+$724K	0.21%	126

Other funds holding MC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

Ignite Planners's MC Position: Q4 2023 in Review

Ignite Planners sold out of Moelis & Co (MC) in Q4 2023, closing a stake of 15,391 shares — an estimated $687K sold.

Ignite Planners first reported a position in MC in Q3 2023 and held it in 1 quarter. The position peaked at $687K in Q3 2023. 280 funds tracked by Wall St. Rank hold MC as of Q4 2023.

Ignite Planners reported no remaining Moelis & Co position as of Q4 2023 after selling out during the quarter.
Ignite Planners sold 15,391 Moelis & Co shares in Q4 2023, an estimated $687K.
Ignite Planners first reported a position in Moelis & Co in Q3 2023 and held it in 1 quarter.
Ignite Planners's Moelis & Co position peaked at $687K in Q3 2023.
280 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.