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Paragon Financial Partners’s Moody's MCO Stock Holding History

Paragon Financial 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
2024
Q4 		– Sell
-500
Closed -$237K – 80
2024
Q3 		$237K Hold
500
– – 0.17% 76
2024
Q2 		$210K Buy
+500
New +$199K 0.16% 79

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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

Paragon Financial Partners's MCO Position: Q4 2024 in Review

Paragon Financial Partners sold out of Moody's (MCO) in Q4 2024, closing a stake of 500 shares — an estimated $237K sold.

Paragon Financial Partners first reported a position in MCO in Q2 2024 and held it in 2 quarters. The position peaked at $237K in Q3 2024. 1,301 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Paragon Financial Partners reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • Paragon Financial Partners sold 500 Moody's shares in Q4 2024, an estimated $237K.
  • Paragon Financial Partners first reported a position in Moody's in Q2 2024 and held it in 2 quarters.
  • Paragon Financial Partners's Moody's position peaked at $237K in Q3 2024.
  • 1,301 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on Paragon Financial Partners's 13F filing for Q4 2024, filed 17 Jan 2025.