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

Liberty 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
2021
Q4 		– Sell
-422
Closed -$28K – 723
2021
Q3 		$28K Buy
422
+212
+101% +$12.7K 0.01% 568
2021
Q2 		$12K Sell
210
-64
-23% -$3.48K ﹤0.01% 612
2021
Q1 		$14K Hold
274
– – 0.01% 527
2020
Q4 		$14K Buy
274
+12
+5% +$483 0.01% 524
2020
Q3 		$9K Buy
262
+141
+117% +$4.46K 0.01% 535
2020
Q2 		$4K Buy
121
+1
+0.8% +$31 ﹤0.01% 653
2020
Q1 		$3K Buy
120
+8
+7% +$262 ﹤0.01% 681
2019
Q4 		$4K Buy
+112
New +$3.67K ﹤0.01% 699

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
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Liberty Wealth Management's MC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Moelis & Co (MC) in Q4 2021, closing a stake of 422 shares — an estimated $28K sold.

Liberty Wealth Management first reported a position in MC in Q4 2019 and held it in 8 quarters. The position peaked at $28K in Q3 2021. 312 funds tracked by Wall St. Rank hold MC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Moelis & Co position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 422 Moelis & Co shares in Q4 2021, an estimated $28K.
  • Liberty Wealth Management first reported a position in Moelis & Co in Q4 2019 and held it in 8 quarters.
  • Liberty Wealth Management's Moelis & Co position peaked at $28K in Q3 2021.
  • 312 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.