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Turtle Creek Wealth Advisors’s Moelis & Co MC Stock Holding History

Turtle Creek Wealth Advisors’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
-77
Closed -$4.32K – 552
2023
Q4 		$4.32K Buy
+77
New +$3.62K ﹤0.01% 675

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WA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Turtle Creek Wealth Advisors's MC Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Moelis & Co (MC) in Q1 2024, closing a stake of 77 shares — an estimated $4.32K sold.

Turtle Creek Wealth Advisors first reported a position in MC in Q4 2023 and held it in 1 quarter. The position peaked at $4.32K in Q4 2023. 307 funds tracked by Wall St. Rank hold MC as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Moelis & Co position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 77 Moelis & Co shares in Q1 2024, an estimated $4.32K.
  • Turtle Creek Wealth Advisors first reported a position in Moelis & Co in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Moelis & Co position peaked at $4.32K in Q4 2023.
  • 307 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.