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LGT Financial Advisors’s Monarch Casino & Resort MCRI Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-84
Closed -$6.63K – 561
2024
Q4 		$6.63K Hold
84
– – 0.01% 505
2024
Q3 		$6.66K Hold
84
– – 0.02% 478
2024
Q2 		$5.72K Hold
84
– – 0.01% 575
2024
Q1 		$6.3K Hold
84
– – 0.01% 578
2023
Q4 		$5.81K Hold
84
– – 0.01% 604
2023
Q3 		$5.22K Buy
+84
New +$5.66K 0.01% 607

Other funds holding MCRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

LGT Financial Advisors's MCRI Position: Q1 2025 in Review

LGT Financial Advisors sold out of Monarch Casino & Resort (MCRI) in Q1 2025, closing a stake of 84 shares — an estimated $6.63K sold.

LGT Financial Advisors first reported a position in MCRI in Q3 2023 and held it in 6 quarters. The position peaked at $6.66K in Q3 2024. 215 funds tracked by Wall St. Rank hold MCRI as of Q1 2025.

  • LGT Financial Advisors reported no remaining Monarch Casino & Resort position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 84 Monarch Casino & Resort shares in Q1 2025, an estimated $6.63K.
  • LGT Financial Advisors first reported a position in Monarch Casino & Resort in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Monarch Casino & Resort position peaked at $6.66K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.