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Heritage Wealth Management (Arizona)’s Monarch Casino & Resort MCRI Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		– Sell
-3,157
Closed -$237K – 182
2024
Q1 		$237K Sell
3,157
-36
-1% -$2.5K 0.12% 154
2023
Q4 		$221K Buy
+3,193
New +$203K 0.12% 152
2022
Q4 		$718K Buy
9,338
+5,294
+131% +$400K 0.1% 143
2022
Q3 		$227K Buy
4,044
+883
+28% +$54.1K 0.07% 201
2022
Q2 		$185K Buy
3,161
+2,370
+300% +$166K 0.06% 250
2022
Q1 		$69K Buy
+791
New +$59.1K 0.02% 421

Other funds holding MCRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 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 $1.47T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return