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Financial Gravity Asset Management’s Marcus Corp MCS Stock Holding History

Financial Gravity Asset Management’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1
Closed – – 845
2020
Q4 		$0 Buy
+1
New +$10 ﹤0.01% 600
2020
Q1 		– Sell
-900
Closed -$29K – 1265
2019
Q4 		$29K Sell
900
-15
-2% -$507 0.02% 879
2019
Q3 		$34K Hold
915
– – 0.03% 352
2019
Q2 		$30K Buy
915
+888
+3,289% +$32.6K 0.02% 416
2019
Q1 		$1K Buy
+27
New +$1.12K ﹤0.01% 1139
2018
Q3 		$2K Buy
49
+26
+113% +$987 ﹤0.01% 978
2018
Q2 		$1K Sell
23
-21
-48% -$662 ﹤0.01% 1206
2018
Q1 		$1K Buy
+44
New +$1.21K ﹤0.01% 1195

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VA
Verdad Advisers Boston, Massachusetts $88.8M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CPM
Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return

Financial Gravity Asset Management's MCS Position: Q1 2021 in Review

Financial Gravity Asset Management sold out of Marcus Corp (MCS) in Q1 2021, closing a stake of 1 share.

Financial Gravity Asset Management first reported a position in MCS in Q1 2018 and held it in 8 quarters. The position peaked at $34K in Q3 2019. 139 funds tracked by Wall St. Rank hold MCS as of Q1 2021.

  • Financial Gravity Asset Management reported no remaining Marcus Corp position as of Q1 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Marcus Corp share in Q1 2021.
  • Financial Gravity Asset Management first reported a position in Marcus Corp in Q1 2018 and held it in 8 quarters.
  • Financial Gravity Asset Management's Marcus Corp position peaked at $34K in Q3 2019.
  • 139 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2021.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.