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Arkadios Wealth Advisors’s Middleby MIDD Stock Holding History

Arkadios Wealth Advisors’s Portfolio MIDD Stock Details MIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-120
Closed -$20K – 1976
2021
Q2 		$20K Hold
120
– – ﹤0.01% 1291
2021
Q1 		$19K Hold
120
– – ﹤0.01% 984
2020
Q4 		$15K Buy
+120
New +$14.5K ﹤0.01% 845

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Arkadios Wealth Advisors's MIDD Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Middleby (MIDD) in Q3 2021, closing a stake of 120 shares — an estimated $20K sold.

Arkadios Wealth Advisors first reported a position in MIDD in Q4 2020 and held it in 3 quarters. The position peaked at $20K in Q2 2021. 365 funds tracked by Wall St. Rank hold MIDD as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Middleby position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 120 Middleby shares in Q3 2021, an estimated $20K.
  • Arkadios Wealth Advisors first reported a position in Middleby in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Middleby position peaked at $20K in Q2 2021.
  • 365 funds tracked by Wall St. Rank held Middleby as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.