KPCM
MC icon

Kings Point Capital Management’s Moelis & Co MC Stock Holding History

Kings Point Capital Management’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 		$26K Hold
548
– – ﹤0.01% 440
2021
Q4 		$34K Hold
548
– – ﹤0.01% 446
2021
Q3 		$34K Buy
+548
New +$32.8K ﹤0.01% 415

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 $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Kings Point Capital Management's MC Position: Q1 2022 in Review

Kings Point Capital Management held its Moelis & Co (MC) position steady in Q1 2022 at 548 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Kings Point Capital Management first reported a position in MC in Q3 2021 and has held it in 3 quarters since. The position peaked at $34K in Q4 2021. 282 funds tracked by Wall St. Rank hold MC as of Q1 2022.

  • Kings Point Capital Management held 548 shares of Moelis & Co worth $26K as of Q1 2022.
  • Kings Point Capital Management left its Moelis & Co share count unchanged in Q1 2022.
  • Moelis & Co made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #440 holding.
  • Kings Point Capital Management first reported a position in Moelis & Co in Q3 2021 and has held it in 3 quarters since.
  • Kings Point Capital Management's Moelis & Co position peaked at $34K in Q4 2021.
  • 282 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.