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Beaird Harris Wealth Management’s MasterBrand MBC Stock Holding History

Beaird Harris Wealth Management’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$76 – 636
2022
Q4 		$76 Buy
+10
New +$82 ﹤0.01% 725

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Harris Associates
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Wellington Management Group
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MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return

Beaird Harris Wealth Management's MBC Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of MasterBrand (MBC) in Q1 2023, closing a stake of 10 shares — an estimated $76 sold.

Beaird Harris Wealth Management first reported a position in MBC in Q4 2022 and held it in 1 quarter. The position peaked at $76 in Q4 2022. 354 funds tracked by Wall St. Rank hold MBC as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining MasterBrand position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 10 MasterBrand shares in Q1 2023, an estimated $76.
  • Beaird Harris Wealth Management first reported a position in MasterBrand in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's MasterBrand position peaked at $76 in Q4 2022.
  • 354 funds tracked by Wall St. Rank held MasterBrand as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.