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Redwood Wealth Management Group’s Moody's MCO Stock Holding History

Redwood Wealth Management Group’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
-1
Closed -$421 – 709
2024
Q2 		$421 Buy
+1
New +$398 ﹤0.01% 1063

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 $5.72T 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 $6.13B 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

Redwood Wealth Management Group's MCO Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Moody's (MCO) in Q3 2024, closing a stake of 1 share — an estimated $421 sold.

Redwood Wealth Management Group first reported a position in MCO in Q2 2024 and held it in 1 quarter. The position peaked at $421 in Q2 2024. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1 Moody's share in Q3 2024, an estimated $421.
  • Redwood Wealth Management Group first reported a position in Moody's in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Moody's position peaked at $421 in Q2 2024.
  • 1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.