WAM
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Wakefield Asset Management’s Moelis & Co MC Stock Holding History

Wakefield Asset Management’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
Q1 		– Sell
-15,551
Closed -$972K – 184
2021
Q4 		$972K Buy
15,551
+113
+0.7% +$7.57K 0.34% 89
2021
Q3 		$955K Sell
15,438
-339
-2% -$20.3K 0.36% 77
2021
Q2 		$898K Buy
15,777
+39
+0.2% +$2.12K 0.34% 86
2021
Q1 		$864K Sell
15,738
-578
-4% -$31K 0.35% 78
2020
Q4 		$763K Buy
+16,316
New +$656K 0.32% 86

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