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Capital Performance Advisors’s Mueller Water Products MWA Stock Holding History

Capital Performance 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
Q4 		– Sell
-50
Closed -$1.08K – 1737
2024
Q3 		$1.08K Buy
+50
New +$1.01K ﹤0.01% 1865

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Capital Performance Advisors's MWA Position: Q4 2024 in Review

Capital Performance Advisors sold out of Mueller Water Products (MWA) in Q4 2024, closing a stake of 50 shares — an estimated $1.08K sold.

Capital Performance Advisors first reported a position in MWA in Q3 2024 and held it in 1 quarter. The position peaked at $1.08K in Q3 2024. 338 funds tracked by Wall St. Rank hold MWA as of Q4 2024.

  • Capital Performance Advisors reported no remaining Mueller Water Products position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 50 Mueller Water Products shares in Q4 2024, an estimated $1.08K.
  • Capital Performance Advisors first reported a position in Mueller Water Products in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Mueller Water Products position peaked at $1.08K in Q3 2024.
  • 338 funds tracked by Wall St. Rank held Mueller Water Products as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.