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WealthPLAN Partners’s Mercury Insurance MCY Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-1,500
Closed -$45.4K – 791
2023
Q2 		$45.4K Hold
1,500
– – 0.01% 527
2023
Q1 		$47.6K Buy
+1,500
New +$51.2K 0.01% 567
2017
Q2 		– Sell
-204
Closed -$11.9K – 329
2017
Q1 		$11.9K Buy
+204
New +$12.2K 0.04% 246

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAIG
Semper Augustus Investments Group Highlands Ranch, Colorado $885M AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's MCY Position: Q3 2023 in Review

WealthPLAN Partners sold out of Mercury Insurance (MCY) in Q3 2023, closing a stake of 1,500 shares — an estimated $45.4K sold.

WealthPLAN Partners first reported a position in MCY in Q1 2017 and held it in 3 quarters. The position peaked at $47.6K in Q1 2023. 170 funds tracked by Wall St. Rank hold MCY as of Q3 2023.

  • WealthPLAN Partners reported no remaining Mercury Insurance position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,500 Mercury Insurance shares in Q3 2023, an estimated $45.4K.
  • WealthPLAN Partners first reported a position in Mercury Insurance in Q1 2017 and held it in 3 quarters.
  • WealthPLAN Partners's Mercury Insurance position peaked at $47.6K in Q1 2023.
  • 170 funds tracked by Wall St. Rank held Mercury Insurance as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.