WealthPLAN Partners’s Moody's MCO Stock Holding History

WealthPLAN Partners’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	-9	Closed	-$3.13K	–	790
2023 Q2	$3.13K	Sell	9 -54	-86%	-$17.1K	﹤0.01%	995
2023 Q1	$19.3K	Buy	+63	New	+$19K	﹤0.01%	736
2018 Q3	–	Sell	-1,352	Closed	-$231K	–	274
2018 Q2	$231K	Sell	1,352 -971	-42%	-$164K	0.05%	225
2018 Q1	$375K	Buy	+2,323	New	+$376K	0.08%	168
2016 Q3	$5.74K	Sell	53 -53	-50%	-$5.57K	﹤0.01%	691
2016 Q2	$4.97K	Buy	+106	New	+$10.2K	﹤0.01%	1992

Other funds holding MCO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

WealthPLAN Partners's MCO Position: Q3 2023 in Review

WealthPLAN Partners sold out of Moody's (MCO) in Q3 2023, closing a stake of 9 shares — an estimated $3.13K sold.

WealthPLAN Partners first reported a position in MCO in Q2 2016 and held it in 6 quarters. The position peaked at $375K in Q1 2018. 1,034 funds tracked by Wall St. Rank hold MCO as of Q3 2023.

WealthPLAN Partners reported no remaining Moody's position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 9 Moody's shares in Q3 2023, an estimated $3.13K.
WealthPLAN Partners first reported a position in Moody's in Q2 2016 and held it in 6 quarters.
WealthPLAN Partners's Moody's position peaked at $375K in Q1 2018.
1,034 funds tracked by Wall St. Rank held Moody's as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.