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Kingswood Wealth Advisors’s MGM Resorts International MGM Stock Holding History

Kingswood 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
2024
Q1 		– Sell
-9,587
Closed -$428K – 667
2023
Q4 		$428K Buy
9,587
+292
+3% +$11.5K 0.05% 382
2023
Q3 		$342K Buy
+9,295
New +$411K 0.06% 308

Other funds holding MGM

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kingswood Wealth Advisors's MGM Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of MGM Resorts International (MGM) in Q1 2024, closing a stake of 9,587 shares — an estimated $428K sold.

Kingswood Wealth Advisors first reported a position in MGM in Q3 2023 and held it in 2 quarters. The position peaked at $428K in Q4 2023. 720 funds tracked by Wall St. Rank hold MGM as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining MGM Resorts International position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 9,587 MGM Resorts International shares in Q1 2024, an estimated $428K.
  • Kingswood Wealth Advisors first reported a position in MGM Resorts International in Q3 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's MGM Resorts International position peaked at $428K in Q4 2023.
  • 720 funds tracked by Wall St. Rank held MGM Resorts International as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.