Peak Financial Advisors’s Moody's MCO Stock Holding History

Peak Financial 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 Q2	–	Sell	-7,362	Closed	-$2.89M	–	81
2024 Q1	$2.89M	Buy	+7,362	New	+$2.84M	1.76%	21

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peak Financial Advisors's MCO Position: Q2 2024 in Review

Peak Financial Advisors sold out of Moody's (MCO) in Q2 2024, closing a stake of 7,362 shares — an estimated $2.89M sold.

Peak Financial Advisors first reported a position in MCO in Q1 2024 and held it in 1 quarter. The position peaked at $2.89M in Q1 2024. 1,158 funds tracked by Wall St. Rank hold MCO as of Q2 2024.

Peak Financial Advisors reported no remaining Moody's position as of Q2 2024 after selling out during the quarter.
Peak Financial Advisors sold 7,362 Moody's shares in Q2 2024, an estimated $2.89M.
Peak Financial Advisors first reported a position in Moody's in Q1 2024 and held it in 1 quarter.
Peak Financial Advisors's Moody's position peaked at $2.89M in Q1 2024.
1,158 funds tracked by Wall St. Rank held Moody's as of Q2 2024.

Based on Peak Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.