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

Triad 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 Q3	–	Sell	-31	Closed	-$1.76K	–	551
2024 Q2	$1.76K	Buy	+31	New	+$1.68K	﹤0.01%	783

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Triad Wealth Partners's MC Position: Q3 2024 in Review

Triad Wealth Partners sold out of Moelis & Co (MC) in Q3 2024, closing a stake of 31 shares — an estimated $1.76K sold.

Triad Wealth Partners first reported a position in MC in Q2 2024 and held it in 1 quarter. The position peaked at $1.76K in Q2 2024. 332 funds tracked by Wall St. Rank hold MC as of Q3 2024.

Triad Wealth Partners reported no remaining Moelis & Co position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 31 Moelis & Co shares in Q3 2024, an estimated $1.76K.
Triad Wealth Partners first reported a position in Moelis & Co in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Moelis & Co position peaked at $1.76K in Q2 2024.
332 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.