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WR Wealth Planners’s Moody's MCO Stock Holding History

WR Wealth Planners’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
2024
Q4 		$30.8K Sell
65
-18
-22% -$8.59K 0.01% 387
2024
Q3 		$39.4K Buy
83
+39
+89% +$18.1K 0.01% 370
2024
Q2 		$18.5K Buy
44
+19
+76% +$7.56K 0.01% 456
2024
Q1 		$9.83K Buy
+25
New +$9.64K ﹤0.01% 603
2023
Q4 		– Sell
-11
Closed -$3.48K – 582
2023
Q3 		$3.48K Buy
+11
New +$3.74K ﹤0.01% 721

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WR Wealth Planners's MCO Position: Q4 2024 in Review

WR Wealth Planners reduced its Moody's (MCO) stake by 22% in Q4 2024, selling an estimated $8.59K and leaving 65 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #387.

WR Wealth Planners first reported a position in MCO in Q3 2023 and has held it in 5 quarters since. The position peaked at $39.4K in Q3 2024. 1,301 funds tracked by Wall St. Rank hold MCO as of Q4 2024.

  • WR Wealth Planners held 65 shares of Moody's worth $30.8K as of Q4 2024.
  • WR Wealth Planners sold 18 Moody's shares in Q4 2024, an estimated $8.59K.
  • Moody's made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #387 holding.
  • WR Wealth Planners first reported a position in Moody's in Q3 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's Moody's position peaked at $39.4K in Q3 2024.
  • 1,301 funds tracked by Wall St. Rank held Moody's as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.