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Atria Wealth Solutions’s Mercury Insurance MCY Stock Holding History

Atria Wealth Solutions’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
2022
Q4 		– Sell
-7,764
Closed -$221K – 1853
2022
Q3 		$221K Sell
7,764
-1,804
-19% -$65.4K ﹤0.01% 1499
2022
Q2 		$424K Buy
9,568
+2,593
+37% +$128K 0.01% 1053
2022
Q1 		$384K Buy
+6,975
New +$376K 0.01% 1193

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's MCY Position: Q4 2022 in Review

Atria Wealth Solutions sold out of Mercury Insurance (MCY) in Q4 2022, closing a stake of 7,764 shares — an estimated $221K sold.

Atria Wealth Solutions first reported a position in MCY in Q1 2022 and held it in 3 quarters. The position peaked at $424K in Q2 2022. 199 funds tracked by Wall St. Rank hold MCY as of Q4 2022.

  • Atria Wealth Solutions reported no remaining Mercury Insurance position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,764 Mercury Insurance shares in Q4 2022, an estimated $221K.
  • Atria Wealth Solutions first reported a position in Mercury Insurance in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Mercury Insurance position peaked at $424K in Q2 2022.
  • 199 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.