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BDO Wealth Advisors’s Mueller Industries MLI Stock Holding History

BDO Wealth Advisors’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-156
Closed -$2K – 1172
2021
Q1 		$2K Hold
156
– – ﹤0.01% 997
2020
Q4 		$1K Hold
156
– – ﹤0.01% 863
2020
Q3 		$1K Buy
+156
New +$1.11K ﹤0.01% 791

Other funds holding MLI

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's MLI Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Mueller Industries (MLI) in Q2 2021, closing a stake of 156 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in MLI in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 202 funds tracked by Wall St. Rank hold MLI as of Q2 2021.

  • BDO Wealth Advisors reported no remaining Mueller Industries position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 156 Mueller Industries shares in Q2 2021, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Mueller Industries in Q3 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's Mueller Industries position peaked at $2K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.