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SOA Wealth Advisors’s MGM Resorts International MGM Stock Holding History

SOA Wealth Advisors’s Portfolio MGM Stock Details MGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Hold
0
– – – 838
2024
Q2 		– Hold
0
– – – 851
2024
Q1 		– Hold
0
– – – 906
2023
Q4 		– Hold
0
– – – 906
2023
Q3 		– Hold
0
– – – 939
2023
Q2 		– Hold
0
– – – 935
2023
Q1 		– Hold
0
– – – 966
2022
Q4 		– Hold
0
– – – 972
2021
Q1 		– Sell
-1,000
Closed -$34.9K – 880
2020
Q4 		$36K Buy
+1,000
New +$25.7K 0.01% 307

Other funds holding MGM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SOA Wealth Advisors's MGM Position: Q3 2024 in Review

SOA Wealth Advisors held its MGM Resorts International (MGM) position steady in Q3 2024 at 0 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #838.

SOA Wealth Advisors first reported a position in MGM in Q4 2020 and has held it in 1 quarter since. The position peaked at $36K in Q4 2020. 692 funds tracked by Wall St. Rank hold MGM as of Q3 2024.

  • SOA Wealth Advisors held 0 shares of MGM Resorts International worth $7 as of Q3 2024.
  • SOA Wealth Advisors left its MGM Resorts International share count unchanged in Q3 2024.
  • MGM Resorts International made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2024, its #838 holding.
  • SOA Wealth Advisors first reported a position in MGM Resorts International in Q4 2020 and has held it in 1 quarter since.
  • SOA Wealth Advisors's MGM Resorts International position peaked at $36K in Q4 2020.
  • 692 funds tracked by Wall St. Rank held MGM Resorts International as of Q3 2024.

Based on SOA Wealth Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.