KWM
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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
BlackRock New York $5.7T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return