EWM
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Edge Wealth Management’s Mercury Insurance MCY Stock Holding History

Edge Wealth Management’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
Q1 		– Sell
-37
Closed -$2K – 300
2021
Q4 		$2K Hold
37
– – ﹤0.01% 427
2021
Q3 		$2K Buy
+37
New +$2.21K ﹤0.01% 440

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Edge Wealth Management's MCY Position: Q1 2022 in Review

Edge Wealth Management sold out of Mercury Insurance (MCY) in Q1 2022, closing a stake of 37 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in MCY in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 245 funds tracked by Wall St. Rank hold MCY as of Q1 2022.

  • Edge Wealth Management reported no remaining Mercury Insurance position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 37 Mercury Insurance shares in Q1 2022, an estimated $2K.
  • Edge Wealth Management first reported a position in Mercury Insurance in Q3 2021 and held it in 2 quarters.
  • Edge Wealth Management's Mercury Insurance position peaked at $2K in Q4 2021.
  • 245 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.