Texas Capital Bank Wealth Management Services’s Moody's MCO Stock Holding History

Texas Capital Bank Wealth Management Services’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	-605	Closed	-$210K	–	231
2023 Q2	$210K	Sell	605 -179	-23%	-$56.7K	0.02%	194
2023 Q1	$240K	Sell	784 -30	-4%	-$9.06K	0.03%	165
2022 Q4	$227K	Sell	814 -20	-2%	-$5.47K	0.03%	149
2022 Q3	$203K	Buy	+834	New	+$242K	0.03%	137
2022 Q2	–	Sell	-634	Closed	-$214K	–	167
2022 Q1	$214K	Buy	+634	New	+$213K	0.02%	164

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's MCO Position: Q3 2023 in Review

Texas Capital Bank Wealth Management Services sold out of Moody's (MCO) in Q3 2023, closing a stake of 605 shares — an estimated $210K sold.

Texas Capital Bank Wealth Management Services first reported a position in MCO in Q1 2022 and held it in 5 quarters. The position peaked at $240K in Q1 2023. 1,034 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

Texas Capital Bank Wealth Management Services reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 605 Moody's shares in Q3 2023, an estimated $210K.
Texas Capital Bank Wealth Management Services first reported a position in Moody's in Q1 2022 and held it in 5 quarters.
Texas Capital Bank Wealth Management Services's Moody's position peaked at $240K in Q1 2023.
1,034 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2023, filed 14 Nov 2023.