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Abich Financial Wealth Management’s Mercury Insurance MCY Stock Holding History

Abich Financial Wealth Management’s Portfolio MCY Stock Details MCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-34
Closed -$1.81K – 679
2024
Q2 		$1.81K Buy
+34
New +$1.84K ﹤0.01% 504

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abich Financial Wealth Management's MCY Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Mercury Insurance (MCY) in Q3 2024, closing a stake of 34 shares — an estimated $1.81K sold.

Abich Financial Wealth Management first reported a position in MCY in Q2 2024 and held it in 1 quarter. The position peaked at $1.81K in Q2 2024. 262 funds tracked by Wall St. Rank hold MCY as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Mercury Insurance position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 34 Mercury Insurance shares in Q3 2024, an estimated $1.81K.
  • Abich Financial Wealth Management first reported a position in Mercury Insurance in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Mercury Insurance position peaked at $1.81K in Q2 2024.
  • 262 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.