Total Wealth Planning’s Moody's MCO Stock Holding History

Total Wealth Planning’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
2021 Q3	–	Sell	-693	Closed	-$251K	–	46
2021 Q2	$251K	Buy	+693	New	+$231K	0.1%	42

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Total Wealth Planning's MCO Position: Q3 2021 in Review

Total Wealth Planning sold out of Moody's (MCO) in Q3 2021, closing a stake of 693 shares — an estimated $251K sold.

Total Wealth Planning first reported a position in MCO in Q2 2021 and held it in 1 quarter. The position peaked at $251K in Q2 2021. 969 funds tracked by Wall St. Rank hold MCO as of Q3 2021.

Total Wealth Planning reported no remaining Moody's position as of Q3 2021 after selling out during the quarter.
Total Wealth Planning sold 693 Moody's shares in Q3 2021, an estimated $251K.
Total Wealth Planning first reported a position in Moody's in Q2 2021 and held it in 1 quarter.
Total Wealth Planning's Moody's position peaked at $251K in Q2 2021.
969 funds tracked by Wall St. Rank held Moody's as of Q3 2021.

Based on Total Wealth Planning's 13F filing for Q3 2021, filed 4 Nov 2021.