PFG Private Wealth Management’s Moody's MCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-261
Closed -$102K 332
2021
Q4
$102K Buy
261
+28
+12% +$10.8K 0.05% 110
2021
Q3
$83K Buy
+233
New +$87.8K 0.05% 100

Other funds holding MCO

PFG Private Wealth Management's MCO Position: Q1 2022 in Review

PFG Private Wealth Management sold out of Moody's (MCO) in Q1 2022, closing a stake of 261 shares — an estimated $102K sold.

PFG Private Wealth Management first reported a position in MCO in Q3 2021 and held it in 2 quarters. The position peaked at $102K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

  • PFG Private Wealth Management reported no remaining Moody's position as of Q1 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 261 Moody's shares in Q1 2022, an estimated $102K.
  • PFG Private Wealth Management first reported a position in Moody's in Q3 2021 and held it in 2 quarters.
  • PFG Private Wealth Management's Moody's position peaked at $102K in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on PFG Private Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.