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

Baystate 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
2023 Q4	$52.3K	Buy	3,632 +17	+0.5%	+$225	﹤0.01%	373
2023 Q3	$45.8K	Buy	3,615 +16	+0.4%	+$230	﹤0.01%	350
2023 Q2	$58.4K	Buy	3,599 +16	+0.4%	+$228	﹤0.01%	315
2023 Q1	$50K	Buy	3,583 +16	+0.4%	+$208	﹤0.01%	337
2022 Q4	$38K	Buy	3,567 +19	+0.5%	+$212	﹤0.01%	374
2022 Q3	$36K	Buy	3,548 +17	+0.5%	+$198	﹤0.01%	351
2022 Q2	$41K	Buy	3,531 +18	+0.5%	+$217	﹤0.01%	343
2022 Q1	$45K	Buy	3,513 +409	+13%	+$5.28K	﹤0.01%	338
2021 Q4	$45K	Buy	+3,104	New	+$46.6K	﹤0.01%	338

Other funds holding MWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's MWA Position: Q4 2023 in Review

Baystate Wealth Management increased its Mueller Water Products (MWA) stake by 0.47% in Q4 2023, buying an estimated $225 and bringing the position to 3,632 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Baystate Wealth Management first reported a position in MWA in Q4 2021 and has held it in 9 quarters since. The position peaked at $58.4K in Q2 2023. 238 funds tracked by Wall St. Rank hold MWA as of Q4 2023.

Baystate Wealth Management held 3,632 shares of Mueller Water Products worth $52.3K as of Q4 2023.
Baystate Wealth Management bought 17 Mueller Water Products shares in Q4 2023, an estimated $225.
Mueller Water Products made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #373 holding.
Baystate Wealth Management first reported a position in Mueller Water Products in Q4 2021 and has held it in 9 quarters since.
Baystate Wealth Management's Mueller Water Products position peaked at $58.4K in Q2 2023.
238 funds tracked by Wall St. Rank held Mueller Water Products as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.