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Treybourne Wealth Planners’s Moody's MCO Stock Holding History

Treybourne Wealth Planners’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
Q2 		$207K Buy
+570
New +$190K 0.13% 46

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fiera Capital (Canada)
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Treybourne Wealth Planners's MCO Position: Q2 2021 in Review

Treybourne Wealth Planners opened a new position in Moody's (MCO) in Q2 2021: 570 shares worth $207K. The stake represents 0.13% of the portfolio and ranks #46 among its holdings.

937 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

  • Treybourne Wealth Planners held 570 shares of Moody's worth $207K as of Q2 2021.
  • Moody's was a new Treybourne Wealth Planners position in Q2 2021.
  • Moody's made up 0.13% of Treybourne Wealth Planners's portfolio in Q2 2021, its #46 holding.
  • 937 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.