WESPAC Advisors’s Moody's MCO Stock Holding History

WESPAC Advisors’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 Q1	–	Sell	-723	Closed	-$210K	–	180
2020 Q4	$210K	Buy	+723	New	+$202K	0.16%	138

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

WESPAC Advisors's MCO Position: Q1 2021 in Review

WESPAC Advisors sold out of Moody's (MCO) in Q1 2021, closing a stake of 723 shares — an estimated $210K sold.

WESPAC Advisors first reported a position in MCO in Q4 2020 and held it in 1 quarter. The position peaked at $210K in Q4 2020. 917 funds tracked by Wall St. Rank hold MCO as of Q1 2021.

WESPAC Advisors reported no remaining Moody's position as of Q1 2021 after selling out during the quarter.
WESPAC Advisors sold 723 Moody's shares in Q1 2021, an estimated $210K.
WESPAC Advisors first reported a position in Moody's in Q4 2020 and held it in 1 quarter.
WESPAC Advisors's Moody's position peaked at $210K in Q4 2020.
917 funds tracked by Wall St. Rank held Moody's as of Q1 2021.

Based on WESPAC Advisors's 13F filing for Q1 2021, filed 10 May 2021.