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Optimum Investment Advisors’s Marcus Corp MCS Stock Holding History

Optimum Investment Advisors’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,000
Closed -$18K – 875
2021
Q4 		$18K Hold
1,000
– – 0.01% 606
2021
Q3 		$17K Hold
1,000
– – 0.01% 611
2021
Q2 		$21K Hold
1,000
– – 0.01% 651
2021
Q1 		$20K Sell
1,000
-3,000
-75% -$55.4K 0.01% 667
2020
Q4 		$54K Buy
+4,000
New +$40.5K 0.02% 467

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CPM
Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Optimum Investment Advisors's MCS Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Marcus Corp (MCS) in Q1 2022, closing a stake of 1,000 shares — an estimated $18K sold.

Optimum Investment Advisors first reported a position in MCS in Q4 2020 and held it in 5 quarters. The position peaked at $54K in Q4 2020. 146 funds tracked by Wall St. Rank hold MCS as of Q1 2022.

  • Optimum Investment Advisors reported no remaining Marcus Corp position as of Q1 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Marcus Corp shares in Q1 2022, an estimated $18K.
  • Optimum Investment Advisors first reported a position in Marcus Corp in Q4 2020 and held it in 5 quarters.
  • Optimum Investment Advisors's Marcus Corp position peaked at $54K in Q4 2020.
  • 146 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.