Sutton Wealth Advisors’s Marcus Corp MCS Stock Holding History

Sutton Wealth Advisors’s Portfolio MCS Stock Details MCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6	Closed	-$86	–	1242
2022 Q4	$86	Sell	6 -459	-99%	-$6.95K	﹤0.01%	1644
2022 Q3	$6.46K	Buy	+465	New	+$7.48K	﹤0.01%	1014
2022 Q2	–	Sell	-487	Closed	-$8.62K	–	1680
2022 Q1	$8.62K	Buy	+487	New	+$8.54K	﹤0.01%	975
2020 Q4	–	Sell	-357	Closed	-$2.76K	–	1241
2020 Q3	$2.76K	Hold	357	–	–	﹤0.01%	1032
2020 Q2	$4.74K	Sell	357 -58	-14%	-$777	﹤0.01%	916
2020 Q1	$5.11K	Hold	415	–	–	﹤0.01%	810
2019 Q4	$13.2K	Hold	415	–	–	0.01%	747
2019 Q3	$15.4K	Hold	415	–	–	0.01%	670
2019 Q2	$13.7K	Hold	415	–	–	0.01%	687
2019 Q1	$16.6K	Hold	415	–	–	0.01%	639
2018 Q4	$16.4K	Hold	415	–	–	0.01%	588
2018 Q3	$17.5K	Hold	415	–	–	0.01%	642
2018 Q2	$13.5K	Hold	415	–	–	0.01%	749
2018 Q1	$12.6K	Hold	415	–	–	0.01%	744
2017 Q4	$11.3K	Hold	415	–	–	0.01%	742
2017 Q3	$11.5K	Hold	415	–	–	0.01%	730
2017 Q2	$12.5K	Hold	415	–	–	0.01%	689
2017 Q1	$13.3K	Hold	415	–	–	0.01%	641
2016 Q4	$13.1K	Hold	415	–	–	0.01%	620
2016 Q3	$10.4K	Hold	415	–	–	0.01%	655
2016 Q2	$8.76K	Hold	415	–	–	0.01%	660
2016 Q1	$7.86K	Buy	+415	New	+$7.76K	0.01%	655

Other funds holding MCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CPM

Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Marcus Corp (MCS) in Q1 2023, closing a stake of 6 shares — an estimated $86 sold.

Sutton Wealth Advisors first reported a position in MCS in Q1 2016 and held it in 22 quarters. The position peaked at $17.5K in Q3 2018. 148 funds tracked by Wall St. Rank hold MCS as of Q1 2023.

Sutton Wealth Advisors reported no remaining Marcus Corp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 6 Marcus Corp shares in Q1 2023, an estimated $86.
Sutton Wealth Advisors first reported a position in Marcus Corp in Q1 2016 and held it in 22 quarters.
Sutton Wealth Advisors's Marcus Corp position peaked at $17.5K in Q3 2018.
148 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2023.

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