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Spire Wealth Management’s Mercury Insurance MCY Stock Holding History

Spire Wealth Management’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
2022
Q3 		– Sell
-20
Closed -$1K – 2436
2022
Q2 		$1K Buy
+20
New +$989 ﹤0.01% 2539

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return

Spire Wealth Management's MCY Position: Q3 2022 in Review

Spire Wealth Management sold out of Mercury Insurance (MCY) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in MCY in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 204 funds tracked by Wall St. Rank hold MCY as of Q3 2022.

  • Spire Wealth Management reported no remaining Mercury Insurance position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 20 Mercury Insurance shares in Q3 2022, an estimated $1K.
  • Spire Wealth Management first reported a position in Mercury Insurance in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's Mercury Insurance position peaked at $1K in Q2 2022.
  • 204 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.