TFO Wealth Partners’s Marcus Corp MCS Stock Holding History

TFO Wealth Partners’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	-265	Closed	-$7.17K	–	883
2022 Q4	$7.17K	Buy	+265	New	+$4.01K	﹤0.01%	139

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

TFO Wealth Partners's MCS Position: Q1 2023 in Review

TFO Wealth Partners sold out of Marcus Corp (MCS) in Q1 2023, closing a stake of 265 shares — an estimated $7.17K sold.

TFO Wealth Partners first reported a position in MCS in Q4 2022 and held it in 1 quarter. The position peaked at $7.17K in Q4 2022. 148 funds tracked by Wall St. Rank hold MCS as of Q1 2023.

TFO Wealth Partners reported no remaining Marcus Corp position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 265 Marcus Corp shares in Q1 2023, an estimated $7.17K.
TFO Wealth Partners first reported a position in Marcus Corp in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's Marcus Corp position peaked at $7.17K in Q4 2022.
148 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.