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Juncture Wealth Strategies’s Moelis & Co MC Stock Holding History

Juncture Wealth Strategies’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
2025
Q1 		– Sell
-2,800
Closed -$207K – 132
2024
Q4 		$207K Buy
+2,800
New +$203K 0.08% 123
2024
Q3 		– Sell
-4,400
Closed -$250K – 126
2024
Q2 		$250K Sell
4,400
-1,900
-30% -$103K 0.1% 93
2024
Q1 		$358K Sell
6,300
-5,299
-46% -$289K 0.15% 81
2023
Q4 		$651K Sell
11,599
-100
-0.9% -$4.7K 0.3% 62
2023
Q3 		$528K Sell
11,699
-100
-0.8% -$4.71K 0.26% 77
2023
Q2 		$535K Buy
11,799
+2,399
+26% +$95.7K 0.25% 80
2023
Q1 		$361K Buy
9,400
+3,100
+49% +$133K 0.18% 91
2022
Q4 		$242K Buy
+6,300
New +$256K 0.12% 103

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Juncture Wealth Strategies's MC Position: Q1 2025 in Review

Juncture Wealth Strategies sold out of Moelis & Co (MC) in Q1 2025, closing a stake of 2,800 shares — an estimated $207K sold.

Juncture Wealth Strategies first reported a position in MC in Q4 2022 and held it in 8 quarters. The position peaked at $651K in Q4 2023. 379 funds tracked by Wall St. Rank hold MC as of Q1 2025.

  • Juncture Wealth Strategies reported no remaining Moelis & Co position as of Q1 2025 after selling out during the quarter.
  • Juncture Wealth Strategies sold 2,800 Moelis & Co shares in Q1 2025, an estimated $207K.
  • Juncture Wealth Strategies first reported a position in Moelis & Co in Q4 2022 and held it in 8 quarters.
  • Juncture Wealth Strategies's Moelis & Co position peaked at $651K in Q4 2023.
  • 379 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2025.

Based on Juncture Wealth Strategies's 13F filing for Q1 2025, filed 10 Apr 2025.