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SkyOak Wealth’s Monarch Casino & Resort MCRI Stock Holding History

SkyOak Wealth’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
-3,648
Closed -$288K – 261
2024
Q4 		$288K Buy
+3,648
New +$294K 0.06% 182
2024
Q3 		– Sell
-4,697
Closed -$320K – 251
2024
Q2 		$320K Buy
+4,697
New +$322K 0.07% 167

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

SkyOak Wealth's MCRI Position: Q1 2025 in Review

SkyOak Wealth sold out of Monarch Casino & Resort (MCRI) in Q1 2025, closing a stake of 3,648 shares — an estimated $288K sold.

SkyOak Wealth first reported a position in MCRI in Q2 2024 and held it in 2 quarters. The position peaked at $320K in Q2 2024. 215 funds tracked by Wall St. Rank hold MCRI as of Q1 2025.

  • SkyOak Wealth reported no remaining Monarch Casino & Resort position as of Q1 2025 after selling out during the quarter.
  • SkyOak Wealth sold 3,648 Monarch Casino & Resort shares in Q1 2025, an estimated $288K.
  • SkyOak Wealth first reported a position in Monarch Casino & Resort in Q2 2024 and held it in 2 quarters.
  • SkyOak Wealth's Monarch Casino & Resort position peaked at $320K in Q2 2024.
  • 215 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q1 2025.

Based on SkyOak Wealth's 13F filing for Q1 2025, filed 1 May 2025.