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Sutton Wealth Advisors’s Monarch Casino & Resort MCRI Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-574
Closed -$44.1K – 1241
2022
Q4 		$44.1K Hold
574
– – 0.02% 427
2022
Q3 		$32.2K Sell
574
-4
-0.7% -$245 0.01% 503
2022
Q2 		$33.9K Buy
578
+5
+0.9% +$351 0.01% 497
2022
Q1 		$50K Sell
573
-3
-0.5% -$224 0.02% 399
2021
Q4 		$42.6K Buy
576
+4
+0.7% +$279 0.01% 469
2021
Q3 		$38.3K Hold
572
– – 0.01% 475
2021
Q2 		$37.8K Hold
572
– – 0.01% 487
2021
Q1 		$34.7K Hold
572
– – 0.01% 503
2020
Q4 		$35K Hold
572
– – 0.01% 452
2020
Q3 		$25.5K Hold
572
– – 0.01% 476
2020
Q2 		$19.5K Hold
572
– – 0.01% 539
2020
Q1 		$16.1K Hold
572
– – 0.01% 534
2019
Q4 		$27.8K Hold
572
– – 0.01% 485
2019
Q3 		$23.8K Hold
572
– – 0.01% 521
2019
Q2 		$24.4K Hold
572
– – 0.01% 510
2019
Q1 		$25.1K Hold
572
– – 0.01% 504
2018
Q4 		$21.8K Hold
572
– – 0.01% 496
2018
Q3 		$26K Hold
572
– – 0.02% 495
2018
Q2 		$25.2K Hold
572
– – 0.02% 516
2018
Q1 		$24.2K Hold
572
– – 0.02% 498
2017
Q4 		$25.6K Hold
572
– – 0.02% 465
2017
Q3 		$22.6K Hold
572
– – 0.02% 503
2017
Q2 		$17.3K Hold
572
– – 0.01% 587
2017
Q1 		$16.9K Hold
572
– – 0.01% 574
2016
Q4 		$14.7K Hold
572
– – 0.01% 587
2016
Q3 		$14.4K Hold
572
– – 0.01% 560
2016
Q2 		$12.6K Hold
572
– – 0.01% 573
2016
Q1 		$11.1K Buy
+572
New +$11.4K 0.01% 582

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sutton Wealth Advisors's MCRI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Monarch Casino & Resort (MCRI) in Q1 2023, closing a stake of 574 shares — an estimated $44.1K sold.

Sutton Wealth Advisors first reported a position in MCRI in Q1 2016 and held it in 28 quarters. The position peaked at $50K in Q1 2022. 182 funds tracked by Wall St. Rank hold MCRI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Monarch Casino & Resort position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 574 Monarch Casino & Resort shares in Q1 2023, an estimated $44.1K.
  • Sutton Wealth Advisors first reported a position in Monarch Casino & Resort in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Monarch Casino & Resort position peaked at $50K in Q1 2022.
  • 182 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.