AE Wealth Management’s Mercury Insurance MCY Stock Holding History

AE 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
2021 Q4	–	Sell	-4,309	Closed	-$240K	–	1747
2021 Q3	$240K	Buy	4,309 +117	+3%	+$6.99K	﹤0.01%	1456
2021 Q2	$272K	Buy	4,192 +40	+1%	+$2.54K	﹤0.01%	1385
2021 Q1	$252K	Buy	4,152 +42	+1%	+$2.4K	﹤0.01%	1317
2020 Q4	$215K	Buy	+4,110	New	+$184K	﹤0.01%	1261
2019 Q4	–	Sell	-4,000	Closed	-$224K	–	1161
2019 Q3	$224K	Hold	4,000	–	–	0.01%	891
2019 Q2	$250K	Hold	4,000	–	–	0.01%	820
2019 Q1	$200K	Hold	4,000	–	–	0.01%	597
2018 Q4	$207K	Hold	4,000	–	–	0.04%	436
2018 Q3	$201K	Buy	+4,000	New	+$199K	0.01%	563

Other funds holding MCY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

AE Wealth Management's MCY Position: Q4 2021 in Review

AE Wealth Management sold out of Mercury Insurance (MCY) in Q4 2021, closing a stake of 4,309 shares — an estimated $240K sold.

AE Wealth Management first reported a position in MCY in Q3 2018 and held it in 9 quarters. The position peaked at $272K in Q2 2021. 250 funds tracked by Wall St. Rank hold MCY as of Q4 2021.

AE Wealth Management reported no remaining Mercury Insurance position as of Q4 2021 after selling out during the quarter.
AE Wealth Management sold 4,309 Mercury Insurance shares in Q4 2021, an estimated $240K.
AE Wealth Management first reported a position in Mercury Insurance in Q3 2018 and held it in 9 quarters.
AE Wealth Management's Mercury Insurance position peaked at $272K in Q2 2021.
250 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2021.

Based on AE Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.