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Canvas Wealth Advisors’s Mueller Water Products MWA Stock Holding History

Canvas Wealth Advisors’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
2024
Q2 		– Sell
-39,424
Closed -$605K – 160
2024
Q1 		$605K Sell
39,424
-17,765
-31% -$264K 0.2% 63
2023
Q4 		$793K Buy
57,189
+963
+2% +$12.7K 0.29% 50
2023
Q3 		$689K Sell
56,226
-2,707
-5% -$39K 0.28% 53
2023
Q2 		$953K Sell
58,933
-16,547
-22% -$235K 0.35% 48
2023
Q1 		$1.01M Sell
75,480
-12,666
-14% -$165K 0.42% 41
2022
Q4 		$1.05M Buy
88,146
+18,255
+26% +$204K 0.44% 45
2022
Q3 		$792K Buy
69,891
+14,916
+27% +$174K 0.34% 53
2022
Q2 		$645K Buy
+54,975
New +$662K 0.26% 65

Other funds holding MWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canvas Wealth Advisors's MWA Position: Q2 2024 in Review

Canvas Wealth Advisors sold out of Mueller Water Products (MWA) in Q2 2024, closing a stake of 39,424 shares — an estimated $605K sold.

Canvas Wealth Advisors first reported a position in MWA in Q2 2022 and held it in 8 quarters. The position peaked at $1.05M in Q4 2022. 300 funds tracked by Wall St. Rank hold MWA as of Q2 2024.

  • Canvas Wealth Advisors reported no remaining Mueller Water Products position as of Q2 2024 after selling out during the quarter.
  • Canvas Wealth Advisors sold 39,424 Mueller Water Products shares in Q2 2024, an estimated $605K.
  • Canvas Wealth Advisors first reported a position in Mueller Water Products in Q2 2022 and held it in 8 quarters.
  • Canvas Wealth Advisors's Mueller Water Products position peaked at $1.05M in Q4 2022.
  • 300 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2024.

Based on Canvas Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.