WealthSource Partners’s Moody's MCO Stock Holding History

WealthSource 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 Q4	$1.39M	Buy	3,568 +46	+1%	+$16K	0.09%	162
2023 Q3	$1.11M	Buy	3,522 +30	+0.9%	+$10.2K	0.08%	178
2023 Q2	$1.21M	Buy	+3,492	New	+$1.11M	0.08%	174
2022 Q2	–	Sell	-760	Closed	-$257K	–	565
2022 Q1	$257K	Sell	760 -16	-2%	-$5.38K	0.02%	492
2021 Q4	$303K	Sell	776 -271	-26%	-$105K	0.02%	434
2021 Q3	$372K	Sell	1,047 -53	-5%	-$20K	0.03%	341
2021 Q2	$399K	Sell	1,100 -21	-2%	-$6.99K	0.04%	313
2021 Q1	$335K	Buy	1,121 +212	+23%	+$59.7K	0.03%	321
2020 Q4	$264K	Buy	909 +179	+25%	+$50.1K	0.03%	313
2020 Q3	$212K	Buy	+730	New	+$208K	0.03%	324

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

WealthSource Partners's MCO Position: Q4 2023 in Review

WealthSource Partners increased its Moody's (MCO) stake by 1.3% in Q4 2023, buying an estimated $16K and bringing the position to 3,568 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #162.

WealthSource Partners first reported a position in MCO in Q3 2020 and has held it in 10 quarters since. 1,102 funds tracked by Wall St. Rank hold MCO as of Q4 2023.

WealthSource Partners held 3,568 shares of Moody's worth $1.39M as of Q4 2023.
WealthSource Partners bought 46 Moody's shares in Q4 2023, an estimated $16K.
Moody's made up 0.09% of WealthSource Partners's portfolio in Q4 2023, its #162 holding.
WealthSource Partners first reported a position in Moody's in Q3 2020 and has held it in 10 quarters since.
1,102 funds tracked by Wall St. Rank held Moody's as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.