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WBI Investments’s Moelis & Co MC Stock Holding History

WBI Investments’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
Q4 		– Sell
-11,369
Closed -$384K – 168
2022
Q3 		$384K Buy
11,369
+1,000
+10% +$41.9K 0.11% 89
2022
Q2 		$408K Buy
10,369
+216
+2% +$9.42K 0.09% 94
2022
Q1 		$476K Buy
+10,153
New +$528K 0.08% 146
2021
Q4 		– Sell
-5,485
Closed -$339K – 211
2021
Q3 		$339K Sell
5,485
-5,636
-51% -$338K 0.06% 149
2021
Q2 		$633K Buy
+11,121
New +$604K 0.1% 117
2018
Q2 		– Sell
-4,854
Closed -$247K – 272
2018
Q1 		$247K Sell
4,854
-4,222
-47% -$216K 0.01% 178
2017
Q4 		$440K Sell
9,076
-2,468
-21% -$111K 0.02% 244
2017
Q3 		$497K Buy
+11,544
New +$462K 0.02% 242

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 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

WBI Investments's MC Position: Q4 2022 in Review

WBI Investments sold out of Moelis & Co (MC) in Q4 2022, closing a stake of 11,369 shares — an estimated $384K sold.

WBI Investments first reported a position in MC in Q3 2017 and held it in 8 quarters. The position peaked at $633K in Q2 2021. 240 funds tracked by Wall St. Rank hold MC as of Q4 2022.

  • WBI Investments reported no remaining Moelis & Co position as of Q4 2022 after selling out during the quarter.
  • WBI Investments sold 11,369 Moelis & Co shares in Q4 2022, an estimated $384K.
  • WBI Investments first reported a position in Moelis & Co in Q3 2017 and held it in 8 quarters.
  • WBI Investments's Moelis & Co position peaked at $633K in Q2 2021.
  • 240 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2022.

Based on WBI Investments's 13F filing for Q4 2022, filed 13 Feb 2023.