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GoalVest Advisory’s Monarch Casino & Resort MCRI Stock Holding History

GoalVest Advisory’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-92
Closed -$5.71K – 445
2023
Q3 		$5.71K Buy
92
+10
+12% +$674 ﹤0.01% 335
2023
Q2 		$5.78K Buy
+82
New +$5.72K ﹤0.01% 288

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

GoalVest Advisory's MCRI Position: Q4 2023 in Review

GoalVest Advisory sold out of Monarch Casino & Resort (MCRI) in Q4 2023, closing a stake of 92 shares — an estimated $5.71K sold.

GoalVest Advisory first reported a position in MCRI in Q2 2023 and held it in 2 quarters. The position peaked at $5.78K in Q2 2023. 179 funds tracked by Wall St. Rank hold MCRI as of Q4 2023.

  • GoalVest Advisory reported no remaining Monarch Casino & Resort position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 92 Monarch Casino & Resort shares in Q4 2023, an estimated $5.71K.
  • GoalVest Advisory first reported a position in Monarch Casino & Resort in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's Monarch Casino & Resort position peaked at $5.78K in Q2 2023.
  • 179 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.