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Wetzel Investment Advisors’s Monarch Casino & Resort MCRI Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-200
Closed -$15K – 581
2024
Q2 		$15K Hold
200
– – 0.01% 391
2024
Q1 		$13.3K Hold
200
– – 0.01% 462
2023
Q4 		$14K Buy
+200
New +$12.7K 0.01% 443

Other funds holding MCRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Wetzel Investment Advisors's MCRI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Monarch Casino & Resort (MCRI) in Q3 2024, closing a stake of 200 shares — an estimated $15K sold.

Wetzel Investment Advisors first reported a position in MCRI in Q4 2023 and held it in 3 quarters. The position peaked at $15K in Q2 2024. 194 funds tracked by Wall St. Rank hold MCRI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Monarch Casino & Resort position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 200 Monarch Casino & Resort shares in Q3 2024, an estimated $15K.
  • Wetzel Investment Advisors first reported a position in Monarch Casino & Resort in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Monarch Casino & Resort position peaked at $15K in Q2 2024.
  • 194 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.