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Wealthspire Advisors (Maryland)’s Moody's MCO Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.05M Buy
3,622
+64
+2% +$18.3K 0.04% 185
2020
Q2 		$977K Buy
3,558
+38
+1% +$9.65K 0.07% 165
2020
Q1 		$744K Buy
3,520
+122
+4% +$29.7K 0.06% 183
2019
Q4 		$807K Buy
3,398
+20
+0.6% +$4.44K 0.05% 201
2019
Q3 		$692K Buy
3,378
+73
+2% +$15.3K 0.05% 203
2019
Q2 		$646K Buy
3,305
+1
+0% +$190 0.05% 214
2019
Q1 		$598K Buy
3,304
+22
+0.7% +$3.62K 0.05% 222
2018
Q4 		$460K Sell
3,282
-2
-0.1% -$302 0.04% 234
2018
Q3 		$549K Sell
3,284
-9
-0.3% -$1.58K 0.05% 231
2018
Q2 		$562K Sell
3,293
-23
-0.7% -$3.89K 0.05% 214
2018
Q1 		$535K Sell
3,316
-1
-0% -$162 0.05% 231
2017
Q4 		$490K Buy
3,317
+59
+2% +$8.65K 0.05% 254
2017
Q3 		$454K Buy
3,258
+147
+5% +$19.3K 0.05% 255
2017
Q2 		$379K Buy
3,111
+173
+6% +$20.2K 0.04% 281
2017
Q1 		$329K Buy
2,938
+92
+3% +$9.87K 0.05% 269
2016
Q4 		$268K Sell
2,846
-12
-0.4% -$1.21K 0.04% 302
2016
Q3 		$309K Buy
2,858
+7
+0.2% +$736 0.05% 266
2016
Q2 		$267K Buy
2,851
+3
+0.1% +$290 0.04% 285
2016
Q1 		$275K Sell
2,848
-12
-0.4% -$1.08K 0.05% 276
2015
Q4 		$287K Buy
+2,860
New +$287K 0.05% 264

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MCO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Moody's (MCO) stake by 1.8% in Q3 2020, buying an estimated $18.3K and bringing the position to 3,622 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #185.

Wealthspire Advisors (Maryland) first reported a position in MCO in Q4 2015 and has held it in 20 quarters since. 883 funds tracked by Wall St. Rank hold MCO as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,622 shares of Moody's worth $1.05M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 64 Moody's shares in Q3 2020, an estimated $18.3K.
  • Moody's made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #185 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Moody's in Q4 2015 and has held it in 20 quarters since.
  • 883 funds tracked by Wall St. Rank held Moody's as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.