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Seven Springs Wealth Group’s Moelis & Co MC Stock Holding History

Seven Springs Wealth Group’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
2021
Q1 		– Sell
-39
Closed -$2K – 201
2020
Q4 		$2K Buy
+39
New +$1.57K ﹤0.01% 167

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Seven Springs Wealth Group's MC Position: Q1 2021 in Review

Seven Springs Wealth Group sold out of Moelis & Co (MC) in Q1 2021, closing a stake of 39 shares — an estimated $2K sold.

Seven Springs Wealth Group first reported a position in MC in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 259 funds tracked by Wall St. Rank hold MC as of Q1 2021.

  • Seven Springs Wealth Group reported no remaining Moelis & Co position as of Q1 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 39 Moelis & Co shares in Q1 2021, an estimated $2K.
  • Seven Springs Wealth Group first reported a position in Moelis & Co in Q4 2020 and held it in 1 quarter.
  • Seven Springs Wealth Group's Moelis & Co position peaked at $2K in Q4 2020.
  • 259 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2021.

Based on Seven Springs Wealth Group's 13F filing for Q1 2021, filed 7 May 2021.