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Wealthcare Capital Management’s Monarch Casino & Resort MCRI Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-310
Closed -$19K – 423
2021
Q1 		$19K Buy
+310
New +$18.9K ﹤0.01% 216
2020
Q2 		– Sell
-136
Closed -$4K – 160
2020
Q1 		$4K Buy
+136
New +$5.96K ﹤0.01% 186

Other funds holding MCRI

BlackRock
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Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Capital Management's MCRI Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Monarch Casino & Resort (MCRI) in Q2 2021, closing a stake of 310 shares — an estimated $19K sold.

Wealthcare Capital Management first reported a position in MCRI in Q1 2020 and held it in 2 quarters. The position peaked at $19K in Q1 2021. 142 funds tracked by Wall St. Rank hold MCRI as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Monarch Casino & Resort position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 310 Monarch Casino & Resort shares in Q2 2021, an estimated $19K.
  • Wealthcare Capital Management first reported a position in Monarch Casino & Resort in Q1 2020 and held it in 2 quarters.
  • Wealthcare Capital Management's Monarch Casino & Resort position peaked at $19K in Q1 2021.
  • 142 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.