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BDO Wealth Advisors’s Monarch Casino & Resort MCRI Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		$5.28K Hold
75
– – ﹤0.01% 764
2023
Q1 		$5.56K Hold
75
– – ﹤0.01% 785
2022
Q4 		$5.77K Hold
75
– – ﹤0.01% 753
2022
Q3 		$4K Hold
75
– – ﹤0.01% 848
2022
Q2 		$4K Hold
75
– – ﹤0.01% 818
2022
Q1 		$7K Hold
75
– – ﹤0.01% 782
2021
Q4 		$6K Hold
75
– – ﹤0.01% 802
2021
Q3 		$5K Hold
75
– – ﹤0.01% 825
2021
Q2 		$5K Hold
75
– – ﹤0.01% 860
2021
Q1 		$5K Buy
+75
New +$4.58K ﹤0.01% 845

Other funds holding MCRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BDO Wealth Advisors's MCRI Position: Q2 2023 in Review

BDO Wealth Advisors held its Monarch Casino & Resort (MCRI) position steady in Q2 2023 at 75 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

BDO Wealth Advisors first reported a position in MCRI in Q1 2021 and has held it in 10 quarters since. The position peaked at $7K in Q1 2022. 177 funds tracked by Wall St. Rank hold MCRI as of Q2 2023.

  • BDO Wealth Advisors held 75 shares of Monarch Casino & Resort worth $5.28K as of Q2 2023.
  • BDO Wealth Advisors left its Monarch Casino & Resort share count unchanged in Q2 2023.
  • Monarch Casino & Resort made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #764 holding.
  • BDO Wealth Advisors first reported a position in Monarch Casino & Resort in Q1 2021 and has held it in 10 quarters since.
  • BDO Wealth Advisors's Monarch Casino & Resort position peaked at $7K in Q1 2022.
  • 177 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.