FSC Wealth Advisors’s Mercury Insurance MCY Stock Holding History

FSC Wealth 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
2024 Q3	–	Sell	-1,212	Closed	-$64.4K	–	300
2024 Q2	$64.4K	Buy	+1,212	New	+$65.7K	0.05%	103

Other funds holding MCY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSC Wealth Advisors's MCY Position: Q3 2024 in Review

FSC Wealth Advisors sold out of Mercury Insurance (MCY) in Q3 2024, closing a stake of 1,212 shares — an estimated $64.4K sold.

FSC Wealth Advisors first reported a position in MCY in Q2 2024 and held it in 1 quarter. The position peaked at $64.4K in Q2 2024. 262 funds tracked by Wall St. Rank hold MCY as of Q3 2024.

FSC Wealth Advisors reported no remaining Mercury Insurance position as of Q3 2024 after selling out during the quarter.
FSC Wealth Advisors sold 1,212 Mercury Insurance shares in Q3 2024, an estimated $64.4K.
FSC Wealth Advisors first reported a position in Mercury Insurance in Q2 2024 and held it in 1 quarter.
FSC Wealth Advisors's Mercury Insurance position peaked at $64.4K in Q2 2024.
262 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2024.

Based on FSC Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.