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IndexIQ Advisors’s Moelis & Co MC Stock Holding History

IndexIQ 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 		$399K Buy
8,500
+248
+3% +$12.9K 0.01% 708
2021
Q4 		$516K Sell
8,252
-245
-3% -$16.4K 0.02% 540
2021
Q3 		$526K Buy
8,497
+851
+11% +$51K 0.02% 512
2021
Q2 		$435K Buy
7,646
+390
+5% +$21.2K 0.01% 575
2021
Q1 		$398K Buy
+7,256
New +$389K 0.01% 762

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

IndexIQ Advisors's MC Position: Q1 2022 in Review

IndexIQ Advisors increased its Moelis & Co (MC) stake by 3% in Q1 2022, buying an estimated $12.9K and bringing the position to 8,500 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #708.

IndexIQ Advisors first reported a position in MC in Q1 2021 and has held it in 5 quarters since. The position peaked at $526K in Q3 2021. 281 funds tracked by Wall St. Rank hold MC as of Q1 2022.

  • IndexIQ Advisors held 8,500 shares of Moelis & Co worth $399K as of Q1 2022.
  • IndexIQ Advisors bought 248 Moelis & Co shares in Q1 2022, an estimated $12.9K.
  • Moelis & Co made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #708 holding.
  • IndexIQ Advisors first reported a position in Moelis & Co in Q1 2021 and has held it in 5 quarters since.
  • IndexIQ Advisors's Moelis & Co position peaked at $526K in Q3 2021.
  • 281 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.