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Advisornet Financial’s Marcus Corp MCS Stock Holding History

Advisornet Financial’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-76
Closed -$1.14K – 2142
2024
Q3 		$1.14K Buy
76
+1
+1% +$13 ﹤0.01% 1905
2024
Q2 		$858 Hold
75
– – ﹤0.01% 1851
2024
Q1 		$1.07K Hold
75
– – ﹤0.01% 1741
2023
Q4 		$1.09K Hold
75
– – ﹤0.01% 1855
2023
Q3 		$1.16K Hold
75
– – ﹤0.01% 1767
2023
Q2 		$1.11K Hold
75
– – ﹤0.01% 1860
2023
Q1 		$1.2K Hold
75
– – ﹤0.01% 1830
2022
Q4 		$1.08K Hold
75
– – ﹤0.01% 1813
2022
Q3 		$1K Hold
75
– – ﹤0.01% 1792
2022
Q2 		$1K Hold
75
– – ﹤0.01% 1814
2022
Q1 		$1K Hold
75
– – ﹤0.01% 1909
2021
Q4 		$1K Hold
75
– – ﹤0.01% 1946
2021
Q3 		$1K Hold
75
– – ﹤0.01% 1825
2021
Q2 		$2K Hold
75
– – ﹤0.01% 1700
2021
Q1 		$1K Buy
+75
New +$1.39K ﹤0.01% 1702

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.19B AUM 34.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's MCS Position: Q4 2024 in Review

Advisornet Financial sold out of Marcus Corp (MCS) in Q4 2024, closing a stake of 76 shares — an estimated $1.14K sold.

Advisornet Financial first reported a position in MCS in Q1 2021 and held it in 15 quarters. The position peaked at $2K in Q2 2021. 153 funds tracked by Wall St. Rank hold MCS as of Q4 2024.

  • Advisornet Financial reported no remaining Marcus Corp position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 76 Marcus Corp shares in Q4 2024, an estimated $1.14K.
  • Advisornet Financial first reported a position in Marcus Corp in Q1 2021 and held it in 15 quarters.
  • Advisornet Financial's Marcus Corp position peaked at $2K in Q2 2021.
  • 153 funds tracked by Wall St. Rank held Marcus Corp as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.