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Amplius Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

Amplius Wealth Advisors’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-39
Closed -$17K – 617
2021
Q4 		$17K Buy
+39
New +$15.8K ﹤0.01% 496

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Select Equity Group
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Amplius Wealth Advisors's MLM Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Martin Marietta Materials (MLM) in Q1 2022, closing a stake of 39 shares — an estimated $17K sold.

Amplius Wealth Advisors first reported a position in MLM in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 763 funds tracked by Wall St. Rank hold MLM as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Martin Marietta Materials position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 39 Martin Marietta Materials shares in Q1 2022, an estimated $17K.
  • Amplius Wealth Advisors first reported a position in Martin Marietta Materials in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Martin Marietta Materials position peaked at $17K in Q4 2021.
  • 763 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.