TCI Wealth Advisors’s Marcus Corp MCS Stock Holding History

TCI 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 Q2	–	Sell	-65	Closed	-$1.04K	–	1379
2023 Q1	$1.04K	Buy	+65	New	+$998	﹤0.01%	2098
2022 Q4	–	Sell	-196	Closed	-$3K	–	2595
2022 Q3	$3K	Buy	+196	New	+$3.15K	﹤0.01%	1797

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

TCI Wealth Advisors's MCS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Marcus Corp (MCS) in Q2 2023, closing a stake of 65 shares — an estimated $1.04K sold.

TCI Wealth Advisors first reported a position in MCS in Q3 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 145 funds tracked by Wall St. Rank hold MCS as of Q2 2023.

TCI Wealth Advisors reported no remaining Marcus Corp position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 65 Marcus Corp shares in Q2 2023, an estimated $1.04K.
TCI Wealth Advisors first reported a position in Marcus Corp in Q3 2022 and held it in 2 quarters.
TCI Wealth Advisors's Marcus Corp position peaked at $3K in Q3 2022.
145 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.