Wilbanks Smith & Thomas Asset Management’s Moelis & Co MC Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$282K	Buy	4,972 +2	+0%	+$109	0.01%	451
2023 Q4	$279K	Hold	4,970	–	–	0.01%	448
2023 Q3	$224K	Hold	4,970	–	–	0.01%	463
2023 Q2	$225K	Buy	+4,970	New	+$198K	0.01%	474
2022 Q2	–	Sell	-4,589	Closed	-$204K	–	499
2022 Q1	$204K	Buy	4,589 +169	+4%	+$8.79K	0.01%	482
2021 Q4	$276K	Hold	4,420	–	–	0.01%	436
2021 Q3	$273K	Hold	4,420	–	–	0.01%	413
2021 Q2	$251K	Buy	4,420 +111	+3%	+$6.03K	0.01%	434
2021 Q1	$236K	Sell	4,309 -34	-0.8%	-$1.82K	0.01%	423
2020 Q4	$203K	Buy	+4,343	New	+$175K	0.01%	413
2018 Q4	–	Sell	-2,459	Closed	-$135K	–	915
2018 Q3	$135K	Sell	2,459 -2,340	-49%	-$137K	0.01%	478
2018 Q2	$281K	Hold	4,799	–	–	0.02%	273
2018 Q1	$244K	Hold	4,799	–	–	0.02%	297
2017 Q4	$233K	Hold	4,799	–	–	0.02%	306
2017 Q3	$207K	Buy	+4,799	New	+$192K	0.02%	321

Other funds holding MC

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

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

HCL

Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MC Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Moelis & Co (MC) stake by 0.04% in Q1 2024, buying an estimated $109 and bringing the position to 4,972 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #451.

Wilbanks Smith & Thomas Asset Management first reported a position in MC in Q3 2017 and has held it in 15 quarters since. 308 funds tracked by Wall St. Rank hold MC as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 4,972 shares of Moelis & Co worth $282K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 2 Moelis & Co shares in Q1 2024, an estimated $109.
Moelis & Co made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #451 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Moelis & Co in Q3 2017 and has held it in 15 quarters since.
308 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.