Opal Wealth Advisors’s Moody's MCO Stock Holding History

Opal Wealth Advisors’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
2024 Q3	–	Sell	-2	Closed	-$842	–	777
2024 Q2	$842	Buy	+2	New	+$796	﹤0.01%	1097

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Opal Wealth Advisors's MCO Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Moody's (MCO) in Q3 2024, closing a stake of 2 shares — an estimated $842 sold.

Opal Wealth Advisors first reported a position in MCO in Q2 2024 and held it in 1 quarter. The position peaked at $842 in Q2 2024. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

Opal Wealth Advisors reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 2 Moody's shares in Q3 2024, an estimated $842.
Opal Wealth Advisors first reported a position in Moody's in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Moody's position peaked at $842 in Q2 2024.
1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.