Modera Wealth Management’s Moody's MCO Stock Holding History

Modera Wealth Management’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
2022 Q1	–	Sell	-1,164	Closed	-$455K	–	502
2021 Q4	$455K	Buy	+1,164	New	+$449K	0.02%	301

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Modera Wealth Management's MCO Position: Q1 2022 in Review

Modera Wealth Management sold out of Moody's (MCO) in Q1 2022, closing a stake of 1,164 shares — an estimated $455K sold.

Modera Wealth Management first reported a position in MCO in Q4 2021 and held it in 1 quarter. The position peaked at $455K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

Modera Wealth Management reported no remaining Moody's position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 1,164 Moody's shares in Q1 2022, an estimated $455K.
Modera Wealth Management first reported a position in Moody's in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's Moody's position peaked at $455K in Q4 2021.
1,019 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.