Concord Wealth Partners’s Mercury Insurance MCY Stock Holding History

Concord Wealth Partners’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
2022 Q2	–	Sell	-23	Closed	-$1K	–	1317
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	1221
2021 Q4	$1K	Buy	+23	New	+$1.24K	﹤0.01%	1240
2021 Q3	–	Sell	-23	Closed	-$1K	–	981
2021 Q2	$1K	Buy	+23	New	+$1.46K	﹤0.01%	987

Other funds holding MCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Concord Wealth Partners's MCY Position: Q2 2022 in Review

Concord Wealth Partners sold out of Mercury Insurance (MCY) in Q2 2022, closing a stake of 23 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in MCY in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 232 funds tracked by Wall St. Rank hold MCY as of Q2 2022.

Concord Wealth Partners reported no remaining Mercury Insurance position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 23 Mercury Insurance shares in Q2 2022, an estimated $1K.
Concord Wealth Partners first reported a position in Mercury Insurance in Q2 2021 and held it in 3 quarters.
Concord Wealth Partners's Mercury Insurance position peaked at $1K in Q1 2022.
232 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.