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Atlas Private Wealth Advisors’s MGP Ingredients MGPI Stock Holding History

Atlas Private Wealth Advisors’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-17
Closed -$1K – 491
2021
Q3 		$1K Hold
17
– – ﹤0.01% 717
2021
Q2 		$1K Hold
17
– – ﹤0.01% 740
2021
Q1 		$1K Hold
17
– – ﹤0.01% 823
2020
Q4 		$1K Hold
17
– – ﹤0.01% 724
2020
Q3 		$1K Hold
17
– – ﹤0.01% 636
2020
Q2 		$1K Buy
+17
New +$608 ﹤0.01% 665

Other funds holding MGPI

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Atlas Private Wealth Advisors's MGPI Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of MGP Ingredients (MGPI) in Q4 2021, closing a stake of 17 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in MGPI in Q2 2020 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 207 funds tracked by Wall St. Rank hold MGPI as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining MGP Ingredients position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 17 MGP Ingredients shares in Q4 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in MGP Ingredients in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's MGP Ingredients position peaked at $1K in Q3 2021.
  • 207 funds tracked by Wall St. Rank held MGP Ingredients as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.