V Wealth Advisors’s Moody's MCO Stock Holding History

V 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 Q3	–	Sell	-7,312	Closed	-$2.54M	–	261
2023 Q2	$2.54M	Sell	7,312 -73	-1%	-$23.1K	0.42%	45
2023 Q1	$2.26M	Sell	7,385 -552	-7%	-$167K	0.42%	46
2022 Q4	$2.21M	Sell	7,937 -27	-0.3%	-$7.38K	0.46%	43
2022 Q3	$1.94M	Buy	7,964 +219	+3%	+$63.6K	0.39%	51
2022 Q2	$2.11M	Sell	7,745 -174	-2%	-$52.1K	0.4%	50
2022 Q1	$2.67M	Buy	7,919 +202	+3%	+$67.9K	0.43%	40
2021 Q4	$3.01M	Buy	7,717 +60	+0.8%	+$23.1K	0.44%	40
2021 Q3	$2.72M	Buy	7,657 +37	+0.5%	+$13.9K	0.42%	45
2021 Q2	$2.76M	Buy	7,620 +83	+1%	+$27.6K	0.44%	45
2021 Q1	$2.25M	Sell	7,537 -67	-0.9%	-$18.9K	0.41%	51
2020 Q4	$2.21M	Buy	+7,604	New	+$2.13M	0.46%	44
2020 Q3	–	Sell	-7,502	Closed	-$2.06M	–	266
2020 Q2	$2.06M	Sell	7,502 -134	-2%	-$34K	0.54%	33
2020 Q1	$1.61M	Buy	7,636 +122	+2%	+$29.7K	0.51%	42
2019 Q4	$1.54M	Hold	7,514	–	–	0.55%	47
2019 Q3	$1.54M	Hold	7,514	–	–	0.55%	47
2019 Q2	$1.47M	Buy	+7,514	New	+$1.43M	0.56%	52

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

V Wealth Advisors's MCO Position: Q3 2023 in Review

V Wealth Advisors sold out of Moody's (MCO) in Q3 2023, closing a stake of 7,312 shares — an estimated $2.54M sold.

V Wealth Advisors first reported a position in MCO in Q2 2019 and held it in 16 quarters. The position peaked at $3.01M in Q4 2021. 1,033 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

V Wealth Advisors reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 7,312 Moody's shares in Q3 2023, an estimated $2.54M.
V Wealth Advisors first reported a position in Moody's in Q2 2019 and held it in 16 quarters.
V Wealth Advisors's Moody's position peaked at $3.01M in Q4 2021.
1,033 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.