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TFO Wealth Partners’s Moelis & Co MC Stock Holding History

TFO Wealth Partners’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
2024
Q1 		– Sell
-7
Closed -$393 – 875
2023
Q4 		$393 Hold
7
– – ﹤0.01% 414
2023
Q3 		$317 Buy
+7
New +$329 ﹤0.01% 634

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LCOV
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WA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TFO Wealth Partners's MC Position: Q1 2024 in Review

TFO Wealth Partners sold out of Moelis & Co (MC) in Q1 2024, closing a stake of 7 shares — an estimated $393 sold.

TFO Wealth Partners first reported a position in MC in Q3 2023 and held it in 2 quarters. The position peaked at $393 in Q4 2023. 307 funds tracked by Wall St. Rank hold MC as of Q1 2024.

  • TFO Wealth Partners reported no remaining Moelis & Co position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Moelis & Co shares in Q1 2024, an estimated $393.
  • TFO Wealth Partners first reported a position in Moelis & Co in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Moelis & Co position peaked at $393 in Q4 2023.
  • 307 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.