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TFO Wealth Partners’s Moody's MCO Stock Holding History

TFO Wealth Partners’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
2024
Q1 		– Sell
-2
Closed -$781 – 876
2023
Q4 		$781 Hold
2
– – ﹤0.01% 242
2023
Q3 		$695 Buy
+2
New +$680 ﹤0.01% 366
2022
Q3 		– Sell
-13
Closed -$4K – 343
2022
Q2 		$4K Buy
+13
New +$3.89K ﹤0.01% 228

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

TFO Wealth Partners sold out of Moody's (MCO) in Q1 2024, closing a stake of 2 shares — an estimated $781 sold.

TFO Wealth Partners first reported a position in MCO in Q2 2022 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 1,132 funds tracked by Wall St. Rank hold MCO as of Q1 2024.

  • TFO Wealth Partners reported no remaining Moody's position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Moody's shares in Q1 2024, an estimated $781.
  • TFO Wealth Partners first reported a position in Moody's in Q2 2022 and held it in 3 quarters.
  • TFO Wealth Partners's Moody's position peaked at $4K in Q2 2022.
  • 1,132 funds tracked by Wall St. Rank held Moody's as of Q1 2024.

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