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Advisornet Financial’s Manitowoc MTW Stock Holding History

Advisornet Financial’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,600
Closed -$27.3K – 2449
2023
Q1 		$27.3K Hold
1,600
– – ﹤0.01% 970
2022
Q4 		$14.7K Sell
1,600
-3,000
-65% -$27.4K ﹤0.01% 1173
2022
Q3 		$36K Hold
4,600
– – ﹤0.01% 944
2022
Q2 		$48K Hold
4,600
– – ﹤0.01% 876
2022
Q1 		$69K Sell
4,600
-5,515
-55% -$95K ﹤0.01% 859
2021
Q4 		$188K Hold
10,115
– – 0.01% 616
2021
Q3 		$217K Hold
10,115
– – 0.02% 564
2021
Q2 		$248K Buy
10,115
+4,600
+83% +$110K 0.02% 544
2021
Q1 		$114K Hold
5,515
– – 0.01% 715
2020
Q4 		$73K Hold
5,515
– – 0.01% 776
2020
Q3 		$46K Sell
5,515
-125
-2% -$1.24K ﹤0.01% 873
2020
Q2 		$61K Hold
5,640
– – ﹤0.01% 799
2020
Q1 		$48K Hold
5,640
– – ﹤0.01% 808
2019
Q4 		$99K Sell
5,640
-200
-3% -$2.92K 0.01% 680
2019
Q3 		$73K Buy
5,840
+200
+4% +$3.02K 0.01% 776
2019
Q2 		$100K Sell
5,640
-700
-11% -$11.6K 0.01% 614
2019
Q1 		$104K Buy
6,340
+5,216
+464% +$86.9K 0.01% 541
2018
Q4 		$17K Sell
1,124
-2,251
-67% -$42K ﹤0.01% 968
2018
Q3 		$81K Buy
3,375
+131
+4% +$3.2K 0.01% 598
2018
Q2 		$84K Buy
3,244
+1,030
+47% +$27.2K 0.01% 563
2018
Q1 		$63K Buy
2,214
+1,499
+210% +$51.4K 0.01% 642
2017
Q4 		$28K Buy
+715
New +$27.6K ﹤0.01% 789

Other funds holding MTW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Advisornet Financial's MTW Position: Q2 2023 in Review

Advisornet Financial sold out of Manitowoc (MTW) in Q2 2023, closing a stake of 1,600 shares — an estimated $27.3K sold.

Advisornet Financial first reported a position in MTW in Q4 2017 and held it in 22 quarters. The position peaked at $248K in Q2 2021. 165 funds tracked by Wall St. Rank hold MTW as of Q2 2023.

  • Advisornet Financial reported no remaining Manitowoc position as of Q2 2023 after selling out during the quarter.
  • Advisornet Financial sold 1,600 Manitowoc shares in Q2 2023, an estimated $27.3K.
  • Advisornet Financial first reported a position in Manitowoc in Q4 2017 and held it in 22 quarters.
  • Advisornet Financial's Manitowoc position peaked at $248K in Q2 2021.
  • 165 funds tracked by Wall St. Rank held Manitowoc as of Q2 2023.

Based on Advisornet Financial's 13F filing for Q2 2023, filed 14 Jul 2023.