RIA
MCO icon

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 – 948
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 $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return