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Sutton Wealth Advisors’s Mercury Insurance MCY Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-257
Closed -$8.79K – 1244
2022
Q4 		$8.79K Sell
257
-4
-2% -$133 ﹤0.01% 989
2022
Q3 		$7.42K Buy
261
+257
+6,425% +$9.32K ﹤0.01% 983
2022
Q2 		$177 Hold
4
– – ﹤0.01% 1580
2022
Q1 		$220 Hold
4
– – ﹤0.01% 1565
2021
Q4 		$212 Buy
+4
New +$215 ﹤0.01% 1632

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AWM
Absher Wealth Management Chapel Hill, North Carolina $878M AUM 14.84% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Mercury Insurance (MCY) in Q1 2023, closing a stake of 257 shares — an estimated $8.79K sold.

Sutton Wealth Advisors first reported a position in MCY in Q4 2021 and held it in 5 quarters. The position peaked at $8.79K in Q4 2022. 190 funds tracked by Wall St. Rank hold MCY as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Mercury Insurance position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 257 Mercury Insurance shares in Q1 2023, an estimated $8.79K.
  • Sutton Wealth Advisors first reported a position in Mercury Insurance in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Mercury Insurance position peaked at $8.79K in Q4 2022.
  • 190 funds tracked by Wall St. Rank held Mercury Insurance as of Q1 2023.

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