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Wipfli Financial Advisors’s Moody's MCO Stock Holding History

Wipfli Financial 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
2022
Q3 		$482K Buy
+1,984
New +$576K 0.03% 229

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wipfli Financial Advisors's MCO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Moody's (MCO) in Q3 2022: 1,984 shares worth $482K. The stake represents 0.03% of the portfolio and ranks #229 among its holdings.

933 funds tracked by Wall St. Rank hold MCO as of Q3 2022.

  • Wipfli Financial Advisors held 1,984 shares of Moody's worth $482K as of Q3 2022.
  • Moody's was a new Wipfli Financial Advisors position in Q3 2022.
  • Moody's made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #229 holding.
  • 933 funds tracked by Wall St. Rank held Moody's as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.