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Wolff Wiese Magana’s Moelis & Co MC Stock Holding History

Wolff Wiese Magana’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
2022
Q4 		– Sell
-1,157
Closed -$39K – 895
2022
Q3 		$39K Buy
1,157
+348
+43% +$14.6K 0.03% 269
2022
Q2 		$32K Hold
809
– – 0.02% 321
2022
Q1 		$38K Hold
809
– – 0.03% 316
2021
Q4 		$51K Sell
809
-68
-8% -$4.55K 0.03% 274
2021
Q3 		$54K Hold
877
– – 0.04% 268
2021
Q2 		$50K Hold
877
– – 0.04% 279
2021
Q1 		$48K Hold
877
– – 0.04% 283
2020
Q4 		$41K Buy
+877
New +$35.3K 0.03% 290

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Wolff Wiese Magana's MC Position: Q4 2022 in Review

Wolff Wiese Magana sold out of Moelis & Co (MC) in Q4 2022, closing a stake of 1,157 shares — an estimated $39K sold.

Wolff Wiese Magana first reported a position in MC in Q4 2020 and held it in 8 quarters. The position peaked at $54K in Q3 2021. 240 funds tracked by Wall St. Rank hold MC as of Q4 2022.

  • Wolff Wiese Magana reported no remaining Moelis & Co position as of Q4 2022 after selling out during the quarter.
  • Wolff Wiese Magana sold 1,157 Moelis & Co shares in Q4 2022, an estimated $39K.
  • Wolff Wiese Magana first reported a position in Moelis & Co in Q4 2020 and held it in 8 quarters.
  • Wolff Wiese Magana's Moelis & Co position peaked at $54K in Q3 2021.
  • 240 funds tracked by Wall St. Rank held Moelis & Co as of Q4 2022.

Based on Wolff Wiese Magana's 13F filing for Q4 2022, filed 9 Feb 2023.