SWA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return