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Venture Visionary Partners’s Moelis & Co MC Stock Holding History

Venture Visionary Partners’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
2022
Q3 		– Sell
-608
Closed -$23.9K – 1106
2022
Q2 		$23.9K Buy
+608
New +$26.5K ﹤0.01% 977

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LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Venture Visionary Partners's MC Position: Q3 2022 in Review

Venture Visionary Partners sold out of Moelis & Co (MC) in Q3 2022, closing a stake of 608 shares — an estimated $23.9K sold.

Venture Visionary Partners first reported a position in MC in Q2 2022 and held it in 1 quarter. The position peaked at $23.9K in Q2 2022. 246 funds tracked by Wall St. Rank hold MC as of Q3 2022.

  • Venture Visionary Partners reported no remaining Moelis & Co position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 608 Moelis & Co shares in Q3 2022, an estimated $23.9K.
  • Venture Visionary Partners first reported a position in Moelis & Co in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Moelis & Co position peaked at $23.9K in Q2 2022.
  • 246 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.