Blue Zone Wealth Advisors »

Moelis & Co shares owned by Blue Zone Wealth Advisors

Quarter-by-quarter ownership of Moelis & Co (MC) shares owned by Blue Zone Wealth Advisors from 13F filings

Historical chart of Blue Zone Wealth Advisors investment in Moelis & Co

Tip: Access up to 7 years of quarterly data

All positions including Moelis & Co held by Blue Zone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Moelis & Co by Blue Zone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 57k 56.77

More positions owned by Blue Zone Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
AutoZone (AZO)
salesforce (CRM)
Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Visa Com Cl A (V)
Williams Companies (WMB)
Crowdstrike Hldgs Cl A (CRWD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackrock Ltd Duration Incom Com Shs (BLW)
Equifax (EFX)

View all positions for Blue Zone Wealth Advisors

Top funds holding Moelis & Co

Vanguard Group
Daniel D. Thurber
Goldman Sachs Group
Alliancebernstein
Madison Asset Management
Jpmorgan Chase & Co
HighTower Advisors
Dimensional Fund Advisors
Artisan Partners Limited Partnership
Wells Fargo & Company
Lord, Abbett & Co
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Bamco

View all funds holding Moelis & Co