Kolinsky Wealth Management’s Moelis & Co MC Stock Holding History

Kolinsky Wealth 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
2024 Q4	$447K	Hold	6,052	–	–	0.27%	79
2024 Q3	$415K	Buy	6,052 +12	+0.2%	+$775	0.27%	82
2024 Q2	$343K	Buy	6,040 +6	+0.1%	+$324	0.25%	91
2024 Q1	$343K	Sell	6,034 -23	-0.4%	-$1.26K	0.26%	92
2023 Q4	$340K	Sell	6,057 -27	-0.4%	-$1.27K	0.3%	84
2023 Q3	$275K	Buy	6,084 +65	+1%	+$3.06K	0.27%	86
2023 Q2	$279K	Buy	6,019 +394	+7%	+$15.7K	0.26%	92
2023 Q1	$216K	Buy	5,625 +15	+0.3%	+$644	0.23%	116
2022 Q4	$215K	Buy	+5,610	New	+$228K	0.25%	116
2022 Q1	–	Sell	-4,493	Closed	-$281K	–	154
2021 Q4	$281K	Buy	+4,493	New	+$301K	0.26%	100

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 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 $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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kolinsky Wealth Management's MC Position: Q4 2024 in Review

Kolinsky Wealth Management held its Moelis & Co (MC) position steady in Q4 2024 at 6,052 shares worth $447K. The position accounts for 0.27% of the portfolio, ranked #79.

Kolinsky Wealth Management first reported a position in MC in Q4 2021 and has held it in 10 quarters since. 351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

Kolinsky Wealth Management held 6,052 shares of Moelis & Co worth $447K as of Q4 2024.
Kolinsky Wealth Management left its Moelis & Co share count unchanged in Q4 2024.
Moelis & Co made up 0.27% of Kolinsky Wealth Management's portfolio in Q4 2024, its #79 holding.
Kolinsky Wealth Management first reported a position in Moelis & Co in Q4 2021 and has held it in 10 quarters since.
351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.