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

SeaCrest 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
2022 Q3	–	Sell	-90	Closed	-$24K	–	1127
2022 Q2	$24K	Buy	+90	New	+$26.9K	﹤0.01%	1422
2019 Q2	–	Sell	-63	Closed	-$11K	–	1293
2019 Q1	$11K	Buy	63 +46	+271%	+$7.56K	﹤0.01%	1497
2018 Q4	$2K	Sell	17 -45	-73%	-$6.79K	﹤0.01%	1912
2018 Q3	$10K	Hold	62	–	–	﹤0.01%	1653
2018 Q2	$11K	Buy	+62	New	+$10.5K	﹤0.01%	1577

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

SeaCrest Wealth Management's MCO Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Moody's (MCO) in Q3 2022, closing a stake of 90 shares — an estimated $24K sold.

SeaCrest Wealth Management first reported a position in MCO in Q2 2018 and held it in 5 quarters. The position peaked at $24K in Q2 2022. 935 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

SeaCrest Wealth Management reported no remaining Moody's position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 90 Moody's shares in Q3 2022, an estimated $24K.
SeaCrest Wealth Management first reported a position in Moody's in Q2 2018 and held it in 5 quarters.
SeaCrest Wealth Management's Moody's position peaked at $24K in Q2 2022.
935 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.