Parisi Gray Wealth Management’s Moody's MCO Stock Holding History

Parisi Gray Wealth Management’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	-113	Closed	-$41K	–	364
2021 Q2	$41K	Buy	+113	New	+$37.6K	0.02%	315
2019 Q2	–	Sell	-76	Closed	-$14K	–	303
2019 Q1	$14K	Hold	76	–	–	0.01%	346
2018 Q4	$11K	Hold	76	–	–	0.01%	379
2018 Q3	$13K	Hold	76	–	–	0.01%	374
2018 Q2	$13K	Hold	76	–	–	0.01%	389
2018 Q1	$12K	Hold	76	–	–	0.01%	409
2017 Q4	$11K	Buy	+76	New	+$11.1K	0.01%	438

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Parisi Gray Wealth Management's MCO Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Moody's (MCO) in Q3 2021, closing a stake of 113 shares — an estimated $41K sold.

Parisi Gray Wealth Management first reported a position in MCO in Q4 2017 and held it in 7 quarters. The position peaked at $41K in Q2 2021. 971 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Moody's position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 113 Moody's shares in Q3 2021, an estimated $41K.
Parisi Gray Wealth Management first reported a position in Moody's in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Moody's position peaked at $41K in Q2 2021.
971 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.