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SOA Wealth Advisors’s Moody's MCO Stock Holding History

SOA Wealth Advisors’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
2023
Q3 		– Sell
-16
Closed -$5.56K – 952
2023
Q2 		$5.56K Sell
16
-16
-50% -$5.07K ﹤0.01% 608
2023
Q1 		$9.79K Hold
32
– – ﹤0.01% 526
2022
Q4 		$8.92K Hold
32
– – ﹤0.01% 536
2022
Q3 		$7K Hold
32
– – ﹤0.01% 560
2022
Q2 		$8K Hold
32
– – ﹤0.01% 529
2022
Q1 		$10K Hold
32
– – ﹤0.01% 589
2021
Q4 		$12K Hold
32
– – ﹤0.01% 537
2021
Q3 		$11K Sell
32
-1
-3% -$377 ﹤0.01% 571
2021
Q2 		$11K Hold
33
– – ﹤0.01% 562
2021
Q1 		$9K Sell
33
-171
-84% -$48.2K ﹤0.01% 527
2020
Q4 		$56K Buy
+204
New +$57.1K 0.02% 249

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SOA Wealth Advisors's MCO Position: Q3 2023 in Review

SOA Wealth Advisors sold out of Moody's (MCO) in Q3 2023, closing a stake of 16 shares — an estimated $5.56K sold.

SOA Wealth Advisors first reported a position in MCO in Q4 2020 and held it in 11 quarters. The position peaked at $56K in Q4 2020. 1,033 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

  • SOA Wealth Advisors reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 16 Moody's shares in Q3 2023, an estimated $5.56K.
  • SOA Wealth Advisors first reported a position in Moody's in Q4 2020 and held it in 11 quarters.
  • SOA Wealth Advisors's Moody's position peaked at $56K in Q4 2020.
  • 1,033 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.