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Key Financial Inc’s Monarch Casino & Resort MCRI Stock Holding History

Key Financial Inc’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
-76
Closed -$4.72K – 1346
2023
Q3 		$4.72K Hold
76
– – ﹤0.01% 929
2023
Q2 		$5.35K Hold
76
– – ﹤0.01% 915
2023
Q1 		$5.63K Hold
76
– – ﹤0.01% 802
2022
Q4 		$4.27K Hold
76
– – ﹤0.01% 818
2022
Q3 		$4K Hold
76
– – ﹤0.01% 838
2022
Q2 		$5K Hold
76
– – ﹤0.01% 798
2022
Q1 		$7K Buy
+76
New +$5.68K ﹤0.01% 722

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Key Financial Inc's MCRI Position: Q4 2023 in Review

Key Financial Inc sold out of Monarch Casino & Resort (MCRI) in Q4 2023, closing a stake of 76 shares — an estimated $4.72K sold.

Key Financial Inc first reported a position in MCRI in Q1 2022 and held it in 7 quarters. The position peaked at $7K in Q1 2022. 179 funds tracked by Wall St. Rank hold MCRI as of Q4 2023.

  • Key Financial Inc reported no remaining Monarch Casino & Resort position as of Q4 2023 after selling out during the quarter.
  • Key Financial Inc sold 76 Monarch Casino & Resort shares in Q4 2023, an estimated $4.72K.
  • Key Financial Inc first reported a position in Monarch Casino & Resort in Q1 2022 and held it in 7 quarters.
  • Key Financial Inc's Monarch Casino & Resort position peaked at $7K in Q1 2022.
  • 179 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.