HWA
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Heritage Wealth Advisors’s MGM Resorts International MGM Stock Holding History

Heritage Wealth Advisors’s Portfolio MGM Stock Details MGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-40
Closed -$1.38K – 590
2025
Q2 		$1.38K Hold
40
– – ﹤0.01% 526
2025
Q1 		$1.19K Sell
40
-60
-60% -$2.02K ﹤0.01% 527
2024
Q4 		$3.46K Buy
100
+18
+22% +$680 ﹤0.01% 523
2024
Q3 		$3.21K Buy
+82
New +$3.24K ﹤0.01% 521
2021
Q3 		– Sell
-25
Closed -$1.07K – 562
2021
Q2 		$1.07K Buy
+25
New +$1.03K ﹤0.01% 526

Other funds holding MGM

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return