Accurate Wealth Management’s Mine Safety MSA Stock Holding History

Accurate Wealth Management’s Portfolio MSA Stock Details MSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10	Closed	-$1.33K	–	963
2022 Q4	$1.33K	Buy	+10	New	+$1.31K	﹤0.01%	1309

Other funds holding MSA

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Accurate Wealth Management's MSA Position: Q1 2023 in Review

Accurate Wealth Management sold out of Mine Safety (MSA) in Q1 2023, closing a stake of 10 shares — an estimated $1.33K sold.

Accurate Wealth Management first reported a position in MSA in Q4 2022 and held it in 1 quarter. The position peaked at $1.33K in Q4 2022. 269 funds tracked by Wall St. Rank hold MSA as of Q1 2023.

Accurate Wealth Management reported no remaining Mine Safety position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 10 Mine Safety shares in Q1 2023, an estimated $1.33K.
Accurate Wealth Management first reported a position in Mine Safety in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Mine Safety position peaked at $1.33K in Q4 2022.
269 funds tracked by Wall St. Rank held Mine Safety as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.