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Balboa Wealth Partners’s MGM Resorts International MGM Stock Holding History

Balboa Wealth Partners’s Portfolio MGM Stock Details MGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,459
Closed -$242K – 322
2023
Q1 		$242K Sell
5,459
-682
-11% -$28.3K 0.09% 192
2022
Q4 		$206K Buy
+6,141
New +$213K 0.09% 207

Other funds holding MGM

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balboa Wealth Partners's MGM Position: Q2 2023 in Review

Balboa Wealth Partners sold out of MGM Resorts International (MGM) in Q2 2023, closing a stake of 5,459 shares — an estimated $242K sold.

Balboa Wealth Partners first reported a position in MGM in Q4 2022 and held it in 2 quarters. The position peaked at $242K in Q1 2023. 706 funds tracked by Wall St. Rank hold MGM as of Q2 2023.

  • Balboa Wealth Partners reported no remaining MGM Resorts International position as of Q2 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 5,459 MGM Resorts International shares in Q2 2023, an estimated $242K.
  • Balboa Wealth Partners first reported a position in MGM Resorts International in Q4 2022 and held it in 2 quarters.
  • Balboa Wealth Partners's MGM Resorts International position peaked at $242K in Q1 2023.
  • 706 funds tracked by Wall St. Rank held MGM Resorts International as of Q2 2023.

Based on Balboa Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.