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Andrews Lucia Wealth Management’s Mine Safety MSA Stock Holding History

Andrews Lucia 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
2022
Q1 		– Sell
-1,390
Closed -$210K – 20
2021
Q4 		$210K Buy
+1,390
New +$209K 0.19% 19

Other funds holding MSA

APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Andrews Lucia Wealth Management's MSA Position: Q1 2022 in Review

Andrews Lucia Wealth Management sold out of Mine Safety (MSA) in Q1 2022, closing a stake of 1,390 shares — an estimated $210K sold.

Andrews Lucia Wealth Management first reported a position in MSA in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 261 funds tracked by Wall St. Rank hold MSA as of Q1 2022.

  • Andrews Lucia Wealth Management reported no remaining Mine Safety position as of Q1 2022 after selling out during the quarter.
  • Andrews Lucia Wealth Management sold 1,390 Mine Safety shares in Q1 2022, an estimated $210K.
  • Andrews Lucia Wealth Management first reported a position in Mine Safety in Q4 2021 and held it in 1 quarter.
  • Andrews Lucia Wealth Management's Mine Safety position peaked at $210K in Q4 2021.
  • 261 funds tracked by Wall St. Rank held Mine Safety as of Q1 2022.

Based on Andrews Lucia Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.