PFA
MCO icon

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

Professional 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
2021
Q1 		– Sell
-1,207
Closed -$350K – 388
2020
Q4 		$350K Buy
+1,207
New +$338K 0.28% 68
2020
Q3 		– Sell
-857
Closed -$235K – 346
2020
Q2 		$235K Buy
+857
New +$218K 0.31% 62

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Professional Financial Advisors's MCO Position: Q1 2021 in Review

Professional Financial Advisors sold out of Moody's (MCO) in Q1 2021, closing a stake of 1,207 shares — an estimated $350K sold.

Professional Financial Advisors first reported a position in MCO in Q2 2020 and held it in 2 quarters. The position peaked at $350K in Q4 2020. 919 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

  • Professional Financial Advisors reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
  • Professional Financial Advisors sold 1,207 Moody's shares in Q1 2021, an estimated $350K.
  • Professional Financial Advisors first reported a position in Moody's in Q2 2020 and held it in 2 quarters.
  • Professional Financial Advisors's Moody's position peaked at $350K in Q4 2020.
  • 919 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on Professional Financial Advisors's 13F filing for Q1 2021, filed 5 May 2021.