Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$12K Hold
40
﹤0.01% 270
2020
Q2
$11K Buy
+40
New +$10.2K ﹤0.01% 167
2018
Q3
Sell
-6,318
Closed -$1.08M 331
2018
Q2
$1.08M Buy
6,318
+18
+0.3% +$3.05K 0.41% 25
2018
Q1
$1.02M Buy
+6,300
New +$1.02M 0.61% 21

Other funds holding MCO

Price Wealth's MCO Position: Q3 2020 in Review

Price Wealth held its Moody's (MCO) position steady in Q3 2020 at 40 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Price Wealth first reported a position in MCO in Q1 2018 and has held it in 4 quarters since. The position peaked at $1.08M in Q2 2018. 883 funds tracked by Wall St. Rank hold MCO as of Q3 2020.

  • Price Wealth held 40 shares of Moody's worth $12K as of Q3 2020.
  • Price Wealth left its Moody's share count unchanged in Q3 2020.
  • Moody's made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #270 holding.
  • Price Wealth first reported a position in Moody's in Q1 2018 and has held it in 4 quarters since.
  • Price Wealth's Moody's position peaked at $1.08M in Q2 2018.
  • 883 funds tracked by Wall St. Rank held Moody's as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.