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Bogart Wealth LLC’s Mesa Laboratories MLAB Stock Holding History

Bogart Wealth LLC’s Portfolio MLAB Stock Details MLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14
Closed -$2.45K – 1092
2023
Q1 		$2.45K Buy
+14
New +$2.51K ﹤0.01% 878

Other funds holding MLAB

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Bogart Wealth LLC's MLAB Position: Q2 2023 in Review

Bogart Wealth LLC sold out of Mesa Laboratories (MLAB) in Q2 2023, closing a stake of 14 shares — an estimated $2.45K sold.

Bogart Wealth LLC first reported a position in MLAB in Q1 2023 and held it in 1 quarter. The position peaked at $2.45K in Q1 2023. 161 funds tracked by Wall St. Rank hold MLAB as of Q2 2023.

  • Bogart Wealth LLC reported no remaining Mesa Laboratories position as of Q2 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 14 Mesa Laboratories shares in Q2 2023, an estimated $2.45K.
  • Bogart Wealth LLC first reported a position in Mesa Laboratories in Q1 2023 and held it in 1 quarter.
  • Bogart Wealth LLC's Mesa Laboratories position peaked at $2.45K in Q1 2023.
  • 161 funds tracked by Wall St. Rank held Mesa Laboratories as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.