PWMAI
MLCO icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Melco Resorts & Entertainment MLCO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio MLCO Stock Details MLCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30,540
Closed -$177K – 506
2024
Q4 		$177K Buy
+30,540
New +$206K 0.07% 141
2024
Q2 		– Sell
-25,625
Closed -$185K – 373
2024
Q1 		$185K Buy
+25,625
New +$206K 0.12% 96

Other funds holding MLCO

AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MLCO Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Melco Resorts & Entertainment (MLCO) in Q1 2025, closing a stake of 30,540 shares — an estimated $177K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MLCO in Q1 2024 and held it in 2 quarters. The position peaked at $185K in Q1 2024. 162 funds tracked by Wall St. Rank hold MLCO as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Melco Resorts & Entertainment position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 30,540 Melco Resorts & Entertainment shares in Q1 2025, an estimated $177K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Melco Resorts & Entertainment in Q1 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Melco Resorts & Entertainment position peaked at $185K in Q1 2024.
  • 162 funds tracked by Wall St. Rank held Melco Resorts & Entertainment as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.