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

Regal 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
2023
Q1 		– Sell
-1,141
Closed -$318K – 539
2022
Q4 		$318K Sell
1,141
-166
-13% -$45.4K 0.03% 367
2022
Q3 		$318K Buy
1,307
+199
+18% +$57.8K 0.03% 353
2022
Q2 		$301K Sell
1,108
-16
-1% -$4.79K 0.03% 373
2022
Q1 		$379K Sell
1,124
-1,769
-61% -$595K 0.03% 357
2021
Q4 		$1.13M Sell
2,893
-600
-17% -$231K 0.1% 220
2021
Q3 		$1.24M Sell
3,493
-240
-6% -$90.4K 0.12% 181
2021
Q2 		$1.35M Buy
+3,733
New +$1.24M 0.14% 157
2021
Q1 		– Sell
-1,816
Closed -$527K – 270
2020
Q4 		$527K Buy
+1,816
New +$508K 0.06% 279

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Investment Advisors's MCO Position: Q1 2023 in Review

Regal Investment Advisors sold out of Moody's (MCO) in Q1 2023, closing a stake of 1,141 shares — an estimated $318K sold.

Regal Investment Advisors first reported a position in MCO in Q4 2020 and held it in 8 quarters. The position peaked at $1.35M in Q2 2021. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

  • Regal Investment Advisors reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 1,141 Moody's shares in Q1 2023, an estimated $318K.
  • Regal Investment Advisors first reported a position in Moody's in Q4 2020 and held it in 8 quarters.
  • Regal Investment Advisors's Moody's position peaked at $1.35M in Q2 2021.
  • 963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.