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EPG Wealth Management’s Minerals Technologies MTX Stock Holding History

EPG Wealth Management’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-127
Closed -$5K – 542
2020
Q1 		$5K Buy
+127
New +$6.15K ﹤0.01% 597

Other funds holding MTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EPG Wealth Management's MTX Position: Q2 2020 in Review

EPG Wealth Management sold out of Minerals Technologies (MTX) in Q2 2020, closing a stake of 127 shares — an estimated $5K sold.

EPG Wealth Management first reported a position in MTX in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 215 funds tracked by Wall St. Rank hold MTX as of Q2 2020.

  • EPG Wealth Management reported no remaining Minerals Technologies position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 127 Minerals Technologies shares in Q2 2020, an estimated $5K.
  • EPG Wealth Management first reported a position in Minerals Technologies in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's Minerals Technologies position peaked at $5K in Q1 2020.
  • 215 funds tracked by Wall St. Rank held Minerals Technologies as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.