TriaGen Wealth Management’s Moody's MCO Stock Holding History

TriaGen Wealth Management’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
2022 Q1	–	Sell	-5,379	Closed	-$2.1M	–	189
2021 Q4	$2.1M	Buy	5,379 +1,194	+29%	+$461K	1.04%	25
2021 Q3	$1.49M	Hold	4,185	–	–	0.81%	46
2021 Q2	$1.57M	Sell	4,185 -4,247	-50%	-$1.41M	0.81%	46
2021 Q1	$2.52M	Buy	+8,432	New	+$2.37M	1.45%	15

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

TriaGen Wealth Management's MCO Position: Q1 2022 in Review

TriaGen Wealth Management sold out of Moody's (MCO) in Q1 2022, closing a stake of 5,379 shares — an estimated $2.1M sold.

TriaGen Wealth Management first reported a position in MCO in Q1 2021 and held it in 4 quarters. The position peaked at $2.52M in Q1 2021. 1,019 funds tracked by Wall St. Rank hold MCO as of Q1 2022.

TriaGen Wealth Management reported no remaining Moody's position as of Q1 2022 after selling out during the quarter.
TriaGen Wealth Management sold 5,379 Moody's shares in Q1 2022, an estimated $2.1M.
TriaGen Wealth Management first reported a position in Moody's in Q1 2021 and held it in 4 quarters.
TriaGen Wealth Management's Moody's position peaked at $2.52M in Q1 2021.
1,019 funds tracked by Wall St. Rank held Moody's as of Q1 2022.

Based on TriaGen Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.