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Total Clarity Wealth Management’s Monarch Casino & Resort MCRI Stock Holding History

Total Clarity Wealth Management’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$6K – 666
2022
Q2 		$6K Buy
+100
New +$7.01K ﹤0.01% 785
2022
Q1 		– Sell
-100
Closed -$7K – 621
2021
Q4 		$7K Hold
100
– – ﹤0.01% 758
2021
Q3 		$7K Buy
+100
New +$6.46K ﹤0.01% 761
2021
Q2 		– Sell
-100
Closed -$6K – 507
2021
Q1 		$6K Buy
+100
New +$6.1K ﹤0.01% 657

Other funds holding MCRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
1C
1060 Capital Denver, Colorado $82.3M AUM 146.68% 1-Year Est. Return

Total Clarity Wealth Management's MCRI Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Monarch Casino & Resort (MCRI) in Q3 2022, closing a stake of 100 shares — an estimated $6K sold.

Total Clarity Wealth Management first reported a position in MCRI in Q1 2021 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 162 funds tracked by Wall St. Rank hold MCRI as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Monarch Casino & Resort position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 100 Monarch Casino & Resort shares in Q3 2022, an estimated $6K.
  • Total Clarity Wealth Management first reported a position in Monarch Casino & Resort in Q1 2021 and held it in 4 quarters.
  • Total Clarity Wealth Management's Monarch Casino & Resort position peaked at $7K in Q4 2021.
  • 162 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.