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Foundations Investment Advisors’s Mercury Insurance MCY Stock Holding History

Foundations Investment Advisors’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
-5,542
Closed -$297K – 405
2022
Q1 		$297K Sell
5,542
-279
-5% -$15K 0.01% 272
2021
Q4 		$321K Buy
5,821
+498
+9% +$26.7K 0.01% 266
2021
Q3 		$299K Sell
5,323
-4
-0.1% -$239 0.01% 251
2021
Q2 		$336K Sell
5,327
-250
-4% -$15.8K 0.02% 217
2021
Q1 		$351K Sell
5,577
-5,494
-50% -$314K 0.02% 165
2020
Q4 		$579K Sell
11,071
-10,921
-50% -$488K 0.04% 108
2020
Q3 		$909K Sell
21,992
-11,410
-34% -$490K 0.2% 79
2020
Q2 		$1.33M Sell
33,402
-1,144
-3% -$45.9K 0.12% 57
2020
Q1 		$1.31M Buy
34,546
+756
+2% +$34.5K 0.15% 29
2019
Q4 		$1.65M Buy
33,790
+1,289
+4% +$64.8K 0.2% 43
2019
Q3 		$1.75M Buy
32,501
+5,431
+20% +$311K 0.23% 35
2019
Q2 		$1.73M Buy
27,070
+4,900
+22% +$274K 0.26% 32
2019
Q1 		$1.11M Buy
22,170
+525
+2% +$27.3K 0.19% 32
2018
Q4 		$1.14M Buy
21,645
+2,840
+15% +$154K 0.24% 27
2018
Q3 		$943K Buy
18,805
+2,995
+19% +$149K 0.23% 45
2018
Q2 		$720K Buy
+15,810
New +$745K 0.19% 42

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Foundations Investment Advisors's MCY Position: Q2 2022 in Review

Foundations Investment Advisors sold out of Mercury Insurance (MCY) in Q2 2022, closing a stake of 5,542 shares — an estimated $297K sold.

Foundations Investment Advisors first reported a position in MCY in Q2 2018 and held it in 16 quarters. The position peaked at $1.75M in Q3 2019. 232 funds tracked by Wall St. Rank hold MCY as of Q2 2022.

  • Foundations Investment Advisors reported no remaining Mercury Insurance position as of Q2 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 5,542 Mercury Insurance shares in Q2 2022, an estimated $297K.
  • Foundations Investment Advisors first reported a position in Mercury Insurance in Q2 2018 and held it in 16 quarters.
  • Foundations Investment Advisors's Mercury Insurance position peaked at $1.75M in Q3 2019.
  • 232 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2022.

Based on Foundations Investment Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.