Current Value of Holding

$12.2 Million

Shares

221 Thousand

% of Portfolio

0.01%

Average Buy Price

$61.6

Avg closing price
Price range

10 Ken Fisher Moelis Trades

Ken Fisher acquired 221 Thousand Moelis shares worth $12.2 Million. That's 0.01% of their equity portfolio (386th largest holding). The first Moelis trade was made in Q3 2022. Since then Ken Fisher bought shares six more times and sold shares on three occasions. The investor's estimated purchase price is $13.6 Million, resulting in a loss of 11%.

Avg closing price
Price range
Increased shares by 252.8% (+158 Thousand shares) Q4 2024
Avg closing price $72.53
Price range $65.74 - $80.49
Increased shares by 0.4% (+220 shares) Q3 2024
Avg closing price $64.48
Price range $57.14 - $70.62
Sold 16.2% shares (-12 Thousand shares) Q2 2024
Avg closing price $54.04
Price range $49.08 - $57.92
Increased shares by 10.4% (+7.01 Thousand shares) Q1 2024
Avg closing price $54.61
Price range $52.05 - $57.67
Sold 7.4% shares (-5.4 Thousand shares) Q4 2023
Avg closing price $46.98
Price range $39.08 - $58.20
Increased shares by 8.4% (+5.65 Thousand shares) Q3 2023
Avg closing price $47.06
Price range $43.88 - $52.01
Sold 13.8% shares (-10.8 Thousand shares) Q2 2023
Avg closing price $39.91
Price range $34.22 - $46.53
Increased shares by 1.0% (+794 shares) Q1 2023
Avg closing price $42.95
Price range $37.15 - $49.34
Increased shares by 102.6% (+39.1 Thousand shares) Q4 2022
Avg closing price $40.59
Price range $34.56 - $46.39
New holding (+38.1 Thousand shares) Q3 2022
Avg closing price $41.86
Price range $33.73 - $47.78

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