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Red Door Wealth Management’s Moody's MCO Stock Holding History

Red Door Wealth Management’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
Q3 		– Sell
-18
Closed -$6K – 424
2021
Q2 		$6K Buy
+18
New +$5.99K ﹤0.01% 507

Other funds holding MCO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Red Door Wealth Management's MCO Position: Q3 2021 in Review

Red Door Wealth Management sold out of Moody's (MCO) in Q3 2021, closing a stake of 18 shares — an estimated $6K sold.

Red Door Wealth Management first reported a position in MCO in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 969 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

  • Red Door Wealth Management reported no remaining Moody's position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 18 Moody's shares in Q3 2021, an estimated $6K.
  • Red Door Wealth Management first reported a position in Moody's in Q2 2021 and held it in 1 quarter.
  • Red Door Wealth Management's Moody's position peaked at $6K in Q2 2021.
  • 969 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.