PFWA
MCO icon

Paces Ferry Wealth Advisors’s Moody's MCO Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-26
Closed -$8K – 706
2020
Q3 		$8K Buy
+26
New +$7.42K 0.01% 478

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Paces Ferry Wealth Advisors's MCO Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Moody's (MCO) in Q4 2020, closing a stake of 26 shares — an estimated $8K sold.

Paces Ferry Wealth Advisors first reported a position in MCO in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 931 funds tracked by Wall St. Rank hold MCO as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Moody's position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 26 Moody's shares in Q4 2020, an estimated $8K.
  • Paces Ferry Wealth Advisors first reported a position in Moody's in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Moody's position peaked at $8K in Q3 2020.
  • 931 funds tracked by Wall St. Rank held Moody's as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.