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BDO Wealth Advisors’s Mercury Insurance MCY Stock Holding History

BDO 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
2023
Q2 		– Sell
-100
Closed -$3.17K – 1033
2023
Q1 		$3.17K Hold
100
– – ﹤0.01% 856
2022
Q4 		$3.42K Hold
100
– – ﹤0.01% 811
2022
Q3 		$3K Hold
100
– – ﹤0.01% 884
2022
Q2 		$4K Sell
100
-100
-50% -$4.94K ﹤0.01% 819
2022
Q1 		$11K Hold
200
– – ﹤0.01% 719
2021
Q4 		$11K Hold
200
– – ﹤0.01% 719
2021
Q3 		$11K Hold
200
– – ﹤0.01% 708
2021
Q2 		$13K Hold
200
– – ﹤0.01% 709
2021
Q1 		$12K Hold
200
– – ﹤0.01% 707
2020
Q4 		$10K Buy
+200
New +$8.94K ﹤0.01% 547

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

BDO Wealth Advisors sold out of Mercury Insurance (MCY) in Q2 2023, closing a stake of 100 shares — an estimated $3.17K sold.

BDO Wealth Advisors first reported a position in MCY in Q4 2020 and held it in 10 quarters. The position peaked at $13K in Q2 2021. 178 funds tracked by Wall St. Rank hold MCY as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Mercury Insurance position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 100 Mercury Insurance shares in Q2 2023, an estimated $3.17K.
  • BDO Wealth Advisors first reported a position in Mercury Insurance in Q4 2020 and held it in 10 quarters.
  • BDO Wealth Advisors's Mercury Insurance position peaked at $13K in Q2 2021.
  • 178 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2023.

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