TCI Wealth Advisors’s Mercury Insurance MCY Stock Holding History

TCI 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 Q2	–	Sell	-320	Closed	-$10.2K	–	1380
2023 Q1	$10.2K	Buy	320 +117	+58%	+$3.99K	﹤0.01%	1083
2022 Q4	$6.94K	Buy	203 +167	+464%	+$5.55K	﹤0.01%	1318
2022 Q3	$1K	Sell	36 -338	-90%	-$12.3K	﹤0.01%	2116
2022 Q2	$17K	Buy	374 +203	+119%	+$10K	﹤0.01%	708
2022 Q1	$9K	Buy	171 +83	+94%	+$4.47K	﹤0.01%	1169
2021 Q4	$5K	Sell	88 -53	-38%	-$2.85K	﹤0.01%	1682
2021 Q3	$8K	Hold	141	–	–	﹤0.01%	1267
2021 Q2	$9K	Hold	141	–	–	﹤0.01%	1045
2021 Q1	$9K	Buy	141 +53	+60%	+$3.03K	﹤0.01%	918
2020 Q4	$5K	Hold	88	–	–	﹤0.01%	886
2020 Q3	$4K	Hold	88	–	–	﹤0.01%	859
2020 Q2	$4K	Hold	88	–	–	﹤0.01%	818
2020 Q1	$4K	Buy	+88	New	+$4.01K	﹤0.01%	777
2019 Q1	–	Sell	-14	Closed	-$1K	–	1488
2018 Q4	$1K	Buy	+14	New	+$761	﹤0.01%	1257

Other funds holding MCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SAIG

Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Mercury Insurance (MCY) in Q2 2023, closing a stake of 320 shares — an estimated $10.2K sold.

TCI Wealth Advisors first reported a position in MCY in Q4 2018 and held it in 14 quarters. The position peaked at $17K in Q2 2022. 178 funds tracked by Wall St. Rank hold MCY as of Q2 2023.

TCI Wealth Advisors reported no remaining Mercury Insurance position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 320 Mercury Insurance shares in Q2 2023, an estimated $10.2K.
TCI Wealth Advisors first reported a position in Mercury Insurance in Q4 2018 and held it in 14 quarters.
TCI Wealth Advisors's Mercury Insurance position peaked at $17K in Q2 2022.
178 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2023.

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