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U.S. Capital Wealth Advisors’s Moody's MCO Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-32
Closed -$8.92K – 1156
2022
Q4 		$8.92K Buy
+32
New +$8.75K ﹤0.01% 1287

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's MCO Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Moody's (MCO) in Q1 2023, closing a stake of 32 shares — an estimated $8.92K sold.

U.S. Capital Wealth Advisors first reported a position in MCO in Q4 2022 and held it in 1 quarter. The position peaked at $8.92K in Q4 2022. 963 funds tracked by Wall St. Rank hold MCO as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Moody's position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 32 Moody's shares in Q1 2023, an estimated $8.92K.
  • U.S. Capital Wealth Advisors first reported a position in Moody's in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Moody's position peaked at $8.92K in Q4 2022.
  • 963 funds tracked by Wall St. Rank held Moody's as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.