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Harvest Group Wealth Management’s Monarch Casino & Resort MCRI Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-10
Closed -$1K – 420
2020
Q4 		$1K Hold
10
– – ﹤0.01% 503
2020
Q3 		$0 Hold
10
– – ﹤0.01% 718
2020
Q2 		$0 Hold
10
– – ﹤0.01% 694
2020
Q1 		$0 Buy
+10
New +$439 ﹤0.01% 779

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's MCRI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Monarch Casino & Resort (MCRI) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in MCRI in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 137 funds tracked by Wall St. Rank hold MCRI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Monarch Casino & Resort position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 Monarch Casino & Resort shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Monarch Casino & Resort in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Monarch Casino & Resort position peaked at $1K in Q4 2020.
  • 137 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.