IAG Wealth Partners’s Marcus Corp MCS Stock Holding History

IAG Wealth Partners’s Portfolio MCS Stock Details MCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-299	Closed	-$4.63K	–	455
2023 Q3	$4.63K	Buy	+299	New	+$4.6K	﹤0.01%	363

Other funds holding MCS

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

GCCM

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

IAG Wealth Partners's MCS Position: Q4 2023 in Review

IAG Wealth Partners sold out of Marcus Corp (MCS) in Q4 2023, closing a stake of 299 shares — an estimated $4.63K sold.

IAG Wealth Partners first reported a position in MCS in Q3 2023 and held it in 1 quarter. The position peaked at $4.63K in Q3 2023. 158 funds tracked by Wall St. Rank hold MCS as of Q4 2023.

IAG Wealth Partners reported no remaining Marcus Corp position as of Q4 2023 after selling out during the quarter.
IAG Wealth Partners sold 299 Marcus Corp shares in Q4 2023, an estimated $4.63K.
IAG Wealth Partners first reported a position in Marcus Corp in Q3 2023 and held it in 1 quarter.
IAG Wealth Partners's Marcus Corp position peaked at $4.63K in Q3 2023.
158 funds tracked by Wall St. Rank held Marcus Corp as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.