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Belpointe Asset Management’s Monarch Casino & Resort MCRI Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-38
Closed -$2.82K – 2198
2023
Q1 		$2.82K Hold
38
– – ﹤0.01% 3214
2022
Q4 		$2.92K Buy
+38
New +$2.87K ﹤0.01% 3131

Other funds holding MCRI

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DC
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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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Belpointe Asset Management's MCRI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Monarch Casino & Resort (MCRI) in Q2 2023, closing a stake of 38 shares — an estimated $2.82K sold.

Belpointe Asset Management first reported a position in MCRI in Q4 2022 and held it in 2 quarters. The position peaked at $2.92K in Q4 2022. 177 funds tracked by Wall St. Rank hold MCRI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Monarch Casino & Resort position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 38 Monarch Casino & Resort shares in Q2 2023, an estimated $2.82K.
  • Belpointe Asset Management first reported a position in Monarch Casino & Resort in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Monarch Casino & Resort position peaked at $2.92K in Q4 2022.
  • 177 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.