TSWM
MCO icon

Tyler-Stone Wealth Management’s Moody's MCO Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-16
Closed -$6.74K – 691
2024
Q2 		$6.74K Hold
16
– – ﹤0.01% 707
2024
Q1 		$6.29K Hold
16
– – ﹤0.01% 721
2023
Q4 		$6.25K Hold
16
– – ﹤0.01% 700
2023
Q3 		$5K Hold
16
– – ﹤0.01% 716
2023
Q2 		$6K Buy
+16
New +$5.07K ﹤0.01% 681
2022
Q4 		$4K Hold
16
– – ﹤0.01% 690
2022
Q3 		$4K Hold
16
– – ﹤0.01% 675
2022
Q2 		$4K Sell
16
-9
-36% -$2.69K ﹤0.01% 697
2022
Q1 		$8K Hold
25
– – ﹤0.01% 609
2021
Q4 		$10K Buy
+25
New +$9.64K 0.01% 615

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tyler-Stone Wealth Management's MCO Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Moody's (MCO) in Q3 2024, closing a stake of 16 shares — an estimated $6.74K sold.

Tyler-Stone Wealth Management first reported a position in MCO in Q4 2021 and held it in 10 quarters. The position peaked at $10K in Q4 2021. 1,204 funds tracked by Wall St. Rank hold MCO as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Moody's position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 16 Moody's shares in Q3 2024, an estimated $6.74K.
  • Tyler-Stone Wealth Management first reported a position in Moody's in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Moody's position peaked at $10K in Q4 2021.
  • 1,204 funds tracked by Wall St. Rank held Moody's as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.