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Realta Investment Advisors’s Moody's MCO Stock Holding History

Realta Investment 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
Q3 		– Sell
-996
Closed -$419K – 604
2024
Q2 		$419K Hold
996
– – 0.08% 260
2024
Q1 		$391K Sell
996
-1
-0.1% -$386 0.08% 271
2023
Q4 		$389K Buy
997
+31
+3% +$10.8K 0.09% 259
2023
Q3 		$336K Hold
966
– – 0.08% 269
2023
Q2 		$336K Buy
966
+100
+12% +$31.7K 0.07% 279
2023
Q1 		$265K Sell
866
-53
-6% -$16K 0.06% 315
2022
Q4 		$256K Hold
919
– – 0.06% 337
2022
Q3 		$223K Buy
919
+97
+12% +$28.2K 0.06% 339
2022
Q2 		$226K Hold
822
– – 0.06% 327
2022
Q1 		$277K Buy
822
+26
+3% +$8.74K 0.06% 316
2021
Q4 		$311K Buy
796
+22
+3% +$8.48K 0.07% 305
2021
Q3 		$275K Buy
774
+35
+5% +$13.2K 0.06% 316
2021
Q2 		$268K Hold
739
– – 0.06% 314
2021
Q1 		$221K Hold
739
– – 0.06% 335
2020
Q4 		$215K Buy
739
+17
+2% +$4.75K 0.06% 298
2020
Q3 		$209K Buy
+722
New +$206K 0.07% 282
2020
Q1 		– Sell
-527
Closed -$122K – 946
2019
Q4 		$122K Hold
527
– – 0.03% 451
2019
Q3 		$106K Sell
527
-28
-5% -$5.87K 0.03% 485
2019
Q2 		$111K Buy
555
+296
+114% +$56.2K 0.03% 474
2019
Q1 		$47K Buy
+259
New +$42.6K 0.02% 560

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
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AKRE Capital Management
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Realta Investment Advisors's MCO Position: Q3 2024 in Review

Realta Investment Advisors sold out of Moody's (MCO) in Q3 2024, closing a stake of 996 shares — an estimated $419K sold.

Realta Investment Advisors first reported a position in MCO in Q1 2019 and held it in 20 quarters. The position peaked at $419K in Q2 2024. 1,206 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Realta Investment Advisors reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 996 Moody's shares in Q3 2024, an estimated $419K.
  • Realta Investment Advisors first reported a position in Moody's in Q1 2019 and held it in 20 quarters.
  • Realta Investment Advisors's Moody's position peaked at $419K in Q2 2024.
  • 1,206 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.