SFMG Wealth Advisors’s Moelis & Co MC Stock Holding History

SFMG Wealth Advisors’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
2022 Q1	–	Sell	-5,121	Closed	-$320K	–	317
2021 Q4	$320K	Hold	5,121	–	–	0.03%	194
2021 Q3	$317K	Buy	5,121 +221	+5%	+$13.2K	0.04%	185
2021 Q2	$279K	Hold	4,900	–	–	0.03%	207
2021 Q1	$269K	Hold	4,900	–	–	0.03%	194
2020 Q4	$229K	Buy	+4,900	New	+$197K	0.03%	197
2019 Q2	–	Sell	-4,900	Closed	-$204K	–	160
2019 Q1	$204K	Buy	+4,900	New	+$209K	0.03%	139
2018 Q4	–	Sell	-4,900	Closed	-$205K	–	146
2018 Q3	$205K	Buy	+4,900	New	+$287K	0.03%	133

Other funds holding MC

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

SFMG Wealth Advisors's MC Position: Q1 2022 in Review

SFMG Wealth Advisors sold out of Moelis & Co (MC) in Q1 2022, closing a stake of 5,121 shares — an estimated $320K sold.

SFMG Wealth Advisors first reported a position in MC in Q3 2018 and held it in 7 quarters. The position peaked at $320K in Q4 2021. 281 funds tracked by Wall St. Rank hold MC as of Q1 2022.

SFMG Wealth Advisors reported no remaining Moelis & Co position as of Q1 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 5,121 Moelis & Co shares in Q1 2022, an estimated $320K.
SFMG Wealth Advisors first reported a position in Moelis & Co in Q3 2018 and held it in 7 quarters.
SFMG Wealth Advisors's Moelis & Co position peaked at $320K in Q4 2021.
281 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2022.

Based on SFMG Wealth Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.