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Arkadios Wealth Advisors’s Mercury Insurance MCY Stock Holding History

Arkadios Wealth Advisors’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
-813
Closed -$45K – 1286
2021
Q3 		$45K Hold
813
– – 0.01% 908
2021
Q2 		$52K Buy
+813
New +$51.5K 0.01% 904

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
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

Arkadios Wealth Advisors's MCY Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Mercury Insurance (MCY) in Q4 2021, closing a stake of 813 shares — an estimated $45K sold.

Arkadios Wealth Advisors first reported a position in MCY in Q2 2021 and held it in 2 quarters. The position peaked at $52K in Q2 2021. 250 funds tracked by Wall St. Rank hold MCY as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Mercury Insurance position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 813 Mercury Insurance shares in Q4 2021, an estimated $45K.
  • Arkadios Wealth Advisors first reported a position in Mercury Insurance in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Mercury Insurance position peaked at $52K in Q2 2021.
  • 250 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.