CAPTRUST Financial Advisors
MNDO icon

CAPTRUST Financial Advisors’s Mind CTI MNDO Stock Holding History

CAPTRUST Financial Advisors’s Portfolio MNDO Stock Details MNDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed -$1K – 3258
2022
Q2 		$1K Hold
500
– – ﹤0.01% 4701
2022
Q1 		$2K Hold
500
– – ﹤0.01% 4505
2021
Q4 		$2K Hold
500
– – ﹤0.01% 4425
2021
Q3 		$2K Buy
+500
New +$1.64K ﹤0.01% 4279

Other funds holding MNDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

CAPTRUST Financial Advisors's MNDO Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Mind CTI (MNDO) in Q3 2022, closing a stake of 500 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in MNDO in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 22 funds tracked by Wall St. Rank hold MNDO as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Mind CTI position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 500 Mind CTI shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Mind CTI in Q3 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Mind CTI position peaked at $2K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held Mind CTI as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.