Meridian Wealth Partners’s Moody's MCO Stock Holding History

Meridian Wealth Partners’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-17	Closed	-$5K	–	777
2021 Q1	$5K	Buy	+17	New	+$4.79K	﹤0.01%	691

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meridian Wealth Partners's MCO Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Moody's (MCO) in Q2 2021, closing a stake of 17 shares — an estimated $5K sold.

Meridian Wealth Partners first reported a position in MCO in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 937 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

Meridian Wealth Partners reported no remaining Moody's position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 17 Moody's shares in Q2 2021, an estimated $5K.
Meridian Wealth Partners first reported a position in Moody's in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Moody's position peaked at $5K in Q1 2021.
937 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.