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Focused Wealth Management’s Marcus Corp MCS Stock Holding History

Focused Wealth 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
Q3 		– Sell
-4,800
Closed -$102K – 1061
2021
Q2 		$102K Buy
+4,800
New +$99.7K 0.02% 288

Other funds holding MCS

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
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CPM
Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focused Wealth Management's MCS Position: Q3 2021 in Review

Focused Wealth Management sold out of Marcus Corp (MCS) in Q3 2021, closing a stake of 4,800 shares — an estimated $102K sold.

Focused Wealth Management first reported a position in MCS in Q2 2021 and held it in 1 quarter. The position peaked at $102K in Q2 2021. 133 funds tracked by Wall St. Rank hold MCS as of Q3 2021.

  • Focused Wealth Management reported no remaining Marcus Corp position as of Q3 2021 after selling out during the quarter.
  • Focused Wealth Management sold 4,800 Marcus Corp shares in Q3 2021, an estimated $102K.
  • Focused Wealth Management first reported a position in Marcus Corp in Q2 2021 and held it in 1 quarter.
  • Focused Wealth Management's Marcus Corp position peaked at $102K in Q2 2021.
  • 133 funds tracked by Wall St. Rank held Marcus Corp as of Q3 2021.

Based on Focused Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.