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Reston Wealth Management’s Moelis & Co MC Stock Holding History

Reston Wealth Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-387
Closed -$26.5K – 269
2024
Q3 		$26.5K Buy
+387
New +$25K 0.01% 175

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WA
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Goldman Sachs
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Reston Wealth Management's MC Position: Q4 2024 in Review

Reston Wealth Management sold out of Moelis & Co (MC) in Q4 2024, closing a stake of 387 shares — an estimated $26.5K sold.

Reston Wealth Management first reported a position in MC in Q3 2024 and held it in 1 quarter. The position peaked at $26.5K in Q3 2024. 351 funds tracked by Wall St. Rank hold MC as of Q4 2024.

  • Reston Wealth Management reported no remaining Moelis & Co position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 387 Moelis & Co shares in Q4 2024, an estimated $26.5K.
  • Reston Wealth Management first reported a position in Moelis & Co in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Moelis & Co position peaked at $26.5K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.