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Altium Wealth Management’s Mama's Creations MAMA Stock Holding History

Altium Wealth Management’s Portfolio MAMA Stock Details MAMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$27K Hold
19,000
– – ﹤0.01% 366
2022
Q1 		$32K Hold
19,000
– – ﹤0.01% 371
2021
Q4 		$38K Hold
19,000
– – ﹤0.01% 383
2021
Q3 		$46K Buy
+19,000
New +$49.6K ﹤0.01% 373

Other funds holding MAMA

AFCM
Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $157M AUM 24.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACI
Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return

Altium Wealth Management's MAMA Position: Q2 2022 in Review

Altium Wealth Management held its Mama's Creations (MAMA) position steady in Q2 2022 at 19,000 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Altium Wealth Management first reported a position in MAMA in Q3 2021 and has held it in 4 quarters since. The position peaked at $46K in Q3 2021. 26 funds tracked by Wall St. Rank hold MAMA as of Q2 2022.

  • Altium Wealth Management held 19,000 shares of Mama's Creations worth $27K as of Q2 2022.
  • Altium Wealth Management left its Mama's Creations share count unchanged in Q2 2022.
  • Mama's Creations made up ﹤0.01% of Altium Wealth Management's portfolio in Q2 2022, its #366 holding.
  • Altium Wealth Management first reported a position in Mama's Creations in Q3 2021 and has held it in 4 quarters since.
  • Altium Wealth Management's Mama's Creations position peaked at $46K in Q3 2021.
  • 26 funds tracked by Wall St. Rank held Mama's Creations as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.