WR Wealth Planners’s MGM Resorts International MGM Stock Holding History

WR Wealth Planners’s Portfolio MGM Stock Details MGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.15K	Sell	33 -57	-63%	-$2.15K	﹤0.01%	916
2024 Q3	$3.53K	Sell	90 -68	-43%	-$2.69K	﹤0.01%	800
2024 Q2	$7.04K	Sell	158 -217	-58%	-$9.07K	﹤0.01%	661
2024 Q1	$17.7K	Buy	+375	New	+$16.4K	0.01%	478
2023 Q4	–	Sell	-500	Closed	-$18.4K	–	590
2023 Q3	$18.4K	Sell	500 -163	-25%	-$7.2K	0.01%	444
2023 Q2	$29.1K	Sell	663 -118	-15%	-$5.04K	0.01%	385
2023 Q1	$34.7K	Sell	781 -2,764	-78%	-$115K	0.02%	368
2022 Q4	$119K	Sell	3,545 -195	-5%	-$6.75K	0.07%	128
2022 Q3	$111K	Buy	3,740 +316	+9%	+$10.3K	0.08%	121
2022 Q2	$99.1K	Buy	3,424 +254	+8%	+$9.11K	0.07%	128
2022 Q1	$133K	Buy	+3,170	New	+$136K	0.08%	119

Other funds holding MGM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WR Wealth Planners's MGM Position: Q4 2024 in Review

WR Wealth Planners reduced its MGM Resorts International (MGM) stake by 63% in Q4 2024, selling an estimated $2.15K and leaving 33 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

WR Wealth Planners first reported a position in MGM in Q1 2022 and has held it in 11 quarters since. The position peaked at $133K in Q1 2022. 676 funds tracked by Wall St. Rank hold MGM as of Q4 2024.

WR Wealth Planners held 33 shares of MGM Resorts International worth $1.15K as of Q4 2024.
WR Wealth Planners sold 57 MGM Resorts International shares in Q4 2024, an estimated $2.15K.
MGM Resorts International made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #916 holding.
WR Wealth Planners first reported a position in MGM Resorts International in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's MGM Resorts International position peaked at $133K in Q1 2022.
676 funds tracked by Wall St. Rank held MGM Resorts International as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.