Paragon Wealth Strategies’s Moody's MCO Stock Holding History

Paragon Wealth Strategies’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
2021 Q3	–	Sell	-12	Closed	-$4K	–	184
2021 Q2	$4K	Buy	+12	New	+$3.99K	﹤0.01%	245

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Paragon Wealth Strategies's MCO Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of Moody's (MCO) in Q3 2021, closing a stake of 12 shares — an estimated $4K sold.

Paragon Wealth Strategies first reported a position in MCO in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 969 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

Paragon Wealth Strategies reported no remaining Moody's position as of Q3 2021 after selling out during the quarter.
Paragon Wealth Strategies sold 12 Moody's shares in Q3 2021, an estimated $4K.
Paragon Wealth Strategies first reported a position in Moody's in Q2 2021 and held it in 1 quarter.
Paragon Wealth Strategies's Moody's position peaked at $4K in Q2 2021.
969 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.