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Tradition Wealth Management’s Moelis & Co MC Stock Holding History

Tradition Wealth Management’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
-1,260
Closed -$71K – 858
2023
Q4 		$71K Buy
1,260
+14
+1% +$658 0.01% 547
2023
Q3 		$56K Buy
1,246
+16
+1% +$753 0.01% 577
2023
Q2 		$56K Buy
1,230
+17
+1% +$678 0.01% 596
2023
Q1 		$47K Buy
1,213
+19
+2% +$816 0.01% 624
2022
Q4 		$46K Hold
1,194
– – 0.01% 549
2022
Q3 		$40K Buy
+1,194
New +$50K 0.01% 567

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Tradition Wealth Management's MC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Moelis & Co (MC) in Q1 2024, closing a stake of 1,260 shares — an estimated $71K sold.

Tradition Wealth Management first reported a position in MC in Q3 2022 and held it in 6 quarters. The position peaked at $71K in Q4 2023. 308 funds tracked by Wall St. Rank hold MC as of Q1 2024.

  • Tradition Wealth Management reported no remaining Moelis & Co position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,260 Moelis & Co shares in Q1 2024, an estimated $71K.
  • Tradition Wealth Management first reported a position in Moelis & Co in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Moelis & Co position peaked at $71K in Q4 2023.
  • 308 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.