MWC
MCY icon

MBM Wealth Consultants’s Mercury Insurance MCY Stock Holding History

MBM Wealth Consultants’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
Q4 		– Sell
-514
Closed -$29K – 301
2021
Q3 		$29K Buy
514
+124
+32% +$7.41K 0.01% 184
2021
Q2 		$25K Hold
390
– – 0.01% 179
2021
Q1 		$24K Buy
+390
New +$22.3K 0.01% 175

Other funds holding MCY

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

MBM Wealth Consultants's MCY Position: Q4 2021 in Review

MBM Wealth Consultants sold out of Mercury Insurance (MCY) in Q4 2021, closing a stake of 514 shares — an estimated $29K sold.

MBM Wealth Consultants first reported a position in MCY in Q1 2021 and held it in 3 quarters. The position peaked at $29K in Q3 2021. 251 funds tracked by Wall St. Rank hold MCY as of Q4 2021.

  • MBM Wealth Consultants reported no remaining Mercury Insurance position as of Q4 2021 after selling out during the quarter.
  • MBM Wealth Consultants sold 514 Mercury Insurance shares in Q4 2021, an estimated $29K.
  • MBM Wealth Consultants first reported a position in Mercury Insurance in Q1 2021 and held it in 3 quarters.
  • MBM Wealth Consultants's Mercury Insurance position peaked at $29K in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2021.

Based on MBM Wealth Consultants's 13F filing for Q4 2021, filed 15 Feb 2022.