KWM
MCY icon

Kingsview Wealth Management’s Mercury Insurance MCY Stock Holding History

Kingsview Wealth Management’s Portfolio MCY Stock Details MCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6,434
Closed -$423K – 962
2021
Q2 		$423K Buy
+6,434
New +$408K 0.02% 603

Other funds holding MCY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kingsview Wealth Management's MCY Position: Q3 2021 in Review

Kingsview Wealth Management sold out of Mercury Insurance (MCY) in Q3 2021, closing a stake of 6,434 shares — an estimated $423K sold.

Kingsview Wealth Management first reported a position in MCY in Q2 2021 and held it in 1 quarter. The position peaked at $423K in Q2 2021. 244 funds tracked by Wall St. Rank hold MCY as of Q3 2021.

  • Kingsview Wealth Management reported no remaining Mercury Insurance position as of Q3 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 6,434 Mercury Insurance shares in Q3 2021, an estimated $423K.
  • Kingsview Wealth Management first reported a position in Mercury Insurance in Q2 2021 and held it in 1 quarter.
  • Kingsview Wealth Management's Mercury Insurance position peaked at $423K in Q2 2021.
  • 244 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2021.

Based on Kingsview Wealth Management's 13F filing for Q3 2021, filed 3 Dec 2021.