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Reston Wealth Management’s Moody's MCO Stock Holding History

Reston 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
2024
Q4 		– Sell
-8
Closed -$3.8K – 272
2024
Q3 		$3.8K Buy
+8
New +$3.71K ﹤0.01% 323

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

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

Reston Wealth Management sold out of Moody's (MCO) in Q4 2024, closing a stake of 8 shares — an estimated $3.8K sold.

Reston Wealth Management first reported a position in MCO in Q3 2024 and held it in 1 quarter. The position peaked at $3.8K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • Reston Wealth Management reported no remaining Moody's position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 8 Moody's shares in Q4 2024, an estimated $3.8K.
  • Reston Wealth Management first reported a position in Moody's in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Moody's position peaked at $3.8K in Q3 2024.
  • 1,300 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

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