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Atlantic Edge Private Wealth Management’s Monarch Casino & Resort MCRI Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25
Closed -$1.97K – 509
2024
Q4 		$1.97K Sell
25
-50
-67% -$4.03K ﹤0.01% 444
2024
Q3 		$5.95K Hold
75
– – ﹤0.01% 378
2024
Q2 		$5.11K Hold
75
– – ﹤0.01% 371
2024
Q1 		$5.63K Hold
75
– – ﹤0.01% 372
2023
Q4 		$5.19K Buy
+75
New +$4.78K ﹤0.01% 357

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Atlantic Edge Private Wealth Management's MCRI Position: Q1 2025 in Review

Atlantic Edge Private Wealth Management sold out of Monarch Casino & Resort (MCRI) in Q1 2025, closing a stake of 25 shares — an estimated $1.97K sold.

Atlantic Edge Private Wealth Management first reported a position in MCRI in Q4 2023 and held it in 5 quarters. The position peaked at $5.95K in Q3 2024. 215 funds tracked by Wall St. Rank hold MCRI as of Q1 2025.

  • Atlantic Edge Private Wealth Management reported no remaining Monarch Casino & Resort position as of Q1 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 25 Monarch Casino & Resort shares in Q1 2025, an estimated $1.97K.
  • Atlantic Edge Private Wealth Management first reported a position in Monarch Casino & Resort in Q4 2023 and held it in 5 quarters.
  • Atlantic Edge Private Wealth Management's Monarch Casino & Resort position peaked at $5.95K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q1 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.