Wechter Feldman Wealth Management’s Moody's MCO Stock Holding History

Wechter Feldman Wealth 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	$252K	Hold	696	–	–	0.18%	21
2021 Q1	$208K	Sell	696 -357	-34%	-$101K	0.15%	25
2020 Q4	$306K	Hold	1,053	–	–	0.23%	20
2020 Q3	$305K	Sell	1,053 -183	-15%	-$52.2K	0.24%	19
2020 Q2	$340K	Buy	+1,236	New	+$314K	0.31%	18

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

Wechter Feldman Wealth Management's MCO Position: Q2 2021 in Review

Wechter Feldman Wealth Management held its Moody's (MCO) position steady in Q2 2021 at 696 shares worth $252K. The position accounts for 0.18% of the portfolio, ranked #21.

Wechter Feldman Wealth Management first reported a position in MCO in Q2 2020 and has held it in 5 quarters since. The position peaked at $340K in Q2 2020. 938 funds tracked by Wall St. Rank hold MCO as of Q2 2021.

Wechter Feldman Wealth Management held 696 shares of Moody's worth $252K as of Q2 2021.
Wechter Feldman Wealth Management left its Moody's share count unchanged in Q2 2021.
Moody's made up 0.18% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #21 holding.
Wechter Feldman Wealth Management first reported a position in Moody's in Q2 2020 and has held it in 5 quarters since.
Wechter Feldman Wealth Management's Moody's position peaked at $340K in Q2 2020.
938 funds tracked by Wall St. Rank held Moody's as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.