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Avior Wealth Management’s Mueller Water Products MWA Stock Holding History

Avior Wealth Management’s Portfolio MWA Stock Details MWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-431
Closed -$9.71K – 1750
2024
Q4 		$9.71K Buy
431
+1
+0.2% +$23 ﹤0.01% 1635
2024
Q3 		$9.34K Buy
430
+1
+0.2% +$20 ﹤0.01% 1577
2024
Q2 		$7.69K Sell
429
-1,604
-79% -$27.6K ﹤0.01% 1591
2024
Q1 		$32.7K Buy
2,033
+1,607
+377% +$23.9K ﹤0.01% 1396
2023
Q4 		$6.13K Buy
426
+3
+0.7% +$40 ﹤0.01% 1090
2023
Q3 		$5.38K Buy
423
+1
+0.2% +$14 ﹤0.01% 1169
2023
Q2 		$6.85K Buy
422
+2
+0.5% +$28 ﹤0.01% 1090
2023
Q1 		$5.86K Buy
420
+2
+0.5% +$26 ﹤0.01% 1155
2022
Q4 		$4.5K Buy
418
+2
+0.5% +$22 ﹤0.01% 970
2022
Q3 		$4K Buy
416
+2
+0.5% +$23 ﹤0.01% 963
2022
Q2 		$4K Buy
414
+2
+0.5% +$24 ﹤0.01% 886
2022
Q1 		$5K Buy
412
+2
+0.5% +$26 ﹤0.01% 907
2021
Q4 		$5K Buy
410
+2
+0.5% +$30 ﹤0.01% 890
2021
Q3 		$6K Buy
408
+1
+0.2% +$15 ﹤0.01% 833
2021
Q2 		$5K Buy
407
+1
+0.2% +$14 ﹤0.01% 824
2021
Q1 		$5K Buy
406
+3
+0.7% +$39 ﹤0.01% 833
2020
Q4 		$4K Buy
403
+2
+0.5% +$23 ﹤0.01% 813
2020
Q3 		$4K Buy
401
+1
+0.3% +$10 ﹤0.01% 770
2020
Q2 		$3K Buy
+400
New +$3.58K ﹤0.01% 767

Other funds holding MWA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Avior Wealth Management's MWA Position: Q1 2025 in Review

Avior Wealth Management sold out of Mueller Water Products (MWA) in Q1 2025, closing a stake of 431 shares — an estimated $9.71K sold.

Avior Wealth Management first reported a position in MWA in Q2 2020 and held it in 19 quarters. The position peaked at $32.7K in Q1 2024. 384 funds tracked by Wall St. Rank hold MWA as of Q1 2025.

  • Avior Wealth Management reported no remaining Mueller Water Products position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 431 Mueller Water Products shares in Q1 2025, an estimated $9.71K.
  • Avior Wealth Management first reported a position in Mueller Water Products in Q2 2020 and held it in 19 quarters.
  • Avior Wealth Management's Mueller Water Products position peaked at $32.7K in Q1 2024.
  • 384 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.