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Prestige Wealth Management Group’s Mercury Insurance MCY Stock Holding History

Prestige Wealth Management Group’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
-16
Closed -$1K – 1033
2021
Q3 		$1K Hold
16
– – ﹤0.01% 910
2021
Q2 		$1K Hold
16
– – ﹤0.01% 899
2021
Q1 		$1K Buy
+16
New +$916 ﹤0.01% 890

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

Prestige Wealth Management Group's MCY Position: Q4 2021 in Review

Prestige Wealth Management Group sold out of Mercury Insurance (MCY) in Q4 2021, closing a stake of 16 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in MCY in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 251 funds tracked by Wall St. Rank hold MCY as of Q4 2021.

  • Prestige Wealth Management Group reported no remaining Mercury Insurance position as of Q4 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 16 Mercury Insurance shares in Q4 2021, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Mercury Insurance in Q1 2021 and held it in 3 quarters.
  • Prestige Wealth Management Group's Mercury Insurance position peaked at $1K in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Mercury Insurance as of Q4 2021.

Based on Prestige Wealth Management Group's 13F filing for Q4 2021, filed 15 Feb 2022.