Wealthcare Capital Management’s Moody's MCO Stock Holding History

Wealthcare Capital Management’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
2021 Q2	–	Sell	-58	Closed	-$17K	–	422
2021 Q1	$17K	Buy	+58	New	+$16.3K	﹤0.01%	230
2020 Q2	–	Sell	-13	Closed	-$3K	–	159
2020 Q1	$3K	Sell	13 -3	-19%	-$729	﹤0.01%	212
2019 Q4	$4K	Buy	+16	New	+$3.56K	﹤0.01%	310

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wealthcare Capital Management's MCO Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Moody's (MCO) in Q2 2021, closing a stake of 58 shares — an estimated $17K sold.

Wealthcare Capital Management first reported a position in MCO in Q4 2019 and held it in 3 quarters. The position peaked at $17K in Q1 2021. 937 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

Wealthcare Capital Management reported no remaining Moody's position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 58 Moody's shares in Q2 2021, an estimated $17K.
Wealthcare Capital Management first reported a position in Moody's in Q4 2019 and held it in 3 quarters.
Wealthcare Capital Management's Moody's position peaked at $17K in Q1 2021.
937 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.