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 $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Semper Augustus Investments Group Highlands Ranch, Colorado $837M AUM 42.35% 1-Year Est. Return

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

Absher Wealth Management Chapel Hill, North Carolina $853M AUM 14.81% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return