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Altium Wealth Management’s Minerals Technologies MTX Stock Holding History

Altium Wealth Management’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,700
Closed -$212K – 383
2021
Q2 		$212K Hold
2,700
– – 0.02% 357
2021
Q1 		$203K Buy
+2,700
New +$191K 0.02% 361

Other funds holding MTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Altium Wealth Management's MTX Position: Q3 2021 in Review

Altium Wealth Management sold out of Minerals Technologies (MTX) in Q3 2021, closing a stake of 2,700 shares — an estimated $212K sold.

Altium Wealth Management first reported a position in MTX in Q1 2021 and held it in 2 quarters. The position peaked at $212K in Q2 2021. 216 funds tracked by Wall St. Rank hold MTX as of Q3 2021.

  • Altium Wealth Management reported no remaining Minerals Technologies position as of Q3 2021 after selling out during the quarter.
  • Altium Wealth Management sold 2,700 Minerals Technologies shares in Q3 2021, an estimated $212K.
  • Altium Wealth Management first reported a position in Minerals Technologies in Q1 2021 and held it in 2 quarters.
  • Altium Wealth Management's Minerals Technologies position peaked at $212K in Q2 2021.
  • 216 funds tracked by Wall St. Rank held Minerals Technologies as of Q3 2021.

Based on Altium Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.