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Pacific Capital Wealth Advisors’s Moody's MCO Stock Holding History

Pacific Capital 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
-23
Closed -$9.68K – 566
2024
Q2 		$9.68K Buy
23
+9
+64% +$3.58K ﹤0.01% 321
2024
Q1 		$5.5K Buy
+14
New +$5.4K ﹤0.01% 295

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pacific Capital Wealth Advisors's MCO Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Moody's (MCO) in Q3 2024, closing a stake of 23 shares — an estimated $9.68K sold.

Pacific Capital Wealth Advisors first reported a position in MCO in Q1 2024 and held it in 2 quarters. The position peaked at $9.68K in Q2 2024. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 23 Moody's shares in Q3 2024, an estimated $9.68K.
  • Pacific Capital Wealth Advisors first reported a position in Moody's in Q1 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Moody's position peaked at $9.68K in Q2 2024.
  • 1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

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