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

TCI 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
2023
Q2 		– Sell
-139
Closed -$5.34K – 1375
2023
Q1 		$5.34K Hold
139
– – ﹤0.01% 1482
2022
Q4 		$5.33K Sell
139
-131
-49% -$5.32K ﹤0.01% 1480
2022
Q3 		$9K Buy
+270
New +$11.3K ﹤0.01% 1079
2022
Q1 		– Sell
-218
Closed -$14K – 2356
2021
Q4 		$14K Hold
218
– – ﹤0.01% 922
2021
Q3 		$13K Buy
+218
New +$13.1K ﹤0.01% 922
2021
Q2 		– Sell
-37
Closed -$2K – 2395
2021
Q1 		$2K Buy
+37
New +$1.98K ﹤0.01% 1804

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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCI Wealth Advisors's MC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Moelis & Co (MC) in Q2 2023, closing a stake of 139 shares — an estimated $5.34K sold.

TCI Wealth Advisors first reported a position in MC in Q1 2021 and held it in 6 quarters. The position peaked at $14K in Q4 2021. 257 funds tracked by Wall St. Rank hold MC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Moelis & Co position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 139 Moelis & Co shares in Q2 2023, an estimated $5.34K.
  • TCI Wealth Advisors first reported a position in Moelis & Co in Q1 2021 and held it in 6 quarters.
  • TCI Wealth Advisors's Moelis & Co position peaked at $14K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.