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BOK Financial Private Wealth’s Mercury Insurance MCY Stock Holding History

BOK Financial Private Wealth’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
2024
Q1 		– Sell
-100
Closed -$3.73K – 517
2023
Q4 		$3.73K Buy
+100
New +$3.47K ﹤0.01% 416

Other funds holding MCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BOK Financial Private Wealth's MCY Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Mercury Insurance (MCY) in Q1 2024, closing a stake of 100 shares — an estimated $3.73K sold.

BOK Financial Private Wealth first reported a position in MCY in Q4 2023 and held it in 1 quarter. The position peaked at $3.73K in Q4 2023. 228 funds tracked by Wall St. Rank hold MCY as of Q1 2024.

  • BOK Financial Private Wealth reported no remaining Mercury Insurance position as of Q1 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 100 Mercury Insurance shares in Q1 2024, an estimated $3.73K.
  • BOK Financial Private Wealth first reported a position in Mercury Insurance in Q4 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's Mercury Insurance position peaked at $3.73K in Q4 2023.
  • 228 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.