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Concord Wealth Partners’s Mueller Water Products MWA Stock Holding History

Concord Wealth Partners’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
2022
Q2 		– Sell
-177
Closed -$2K – 1323
2022
Q1 		$2K Hold
177
– – ﹤0.01% 1111
2021
Q4 		$3K Hold
177
– – ﹤0.01% 1067
2021
Q3 		$3K Buy
177
+1
+0.6% +$15 ﹤0.01% 698
2021
Q2 		$3K Hold
176
– – ﹤0.01% 830
2021
Q1 		$2K Buy
+176
New +$2.28K ﹤0.01% 837

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BlackRock
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NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Concord Wealth Partners's MWA Position: Q2 2022 in Review

Concord Wealth Partners sold out of Mueller Water Products (MWA) in Q2 2022, closing a stake of 177 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in MWA in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 230 funds tracked by Wall St. Rank hold MWA as of Q2 2022.

  • Concord Wealth Partners reported no remaining Mueller Water Products position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 177 Mueller Water Products shares in Q2 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Mueller Water Products in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Mueller Water Products position peaked at $3K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.