EWA
MGPI icon

EverSource Wealth Advisors’s MGP Ingredients MGPI Stock Holding History

EverSource Wealth Advisors’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$295 Buy
16
+8
+100% +$179 ﹤0.01% 4150
2025
Q4 		$194 Sell
8
-119
-94% -$2.9K ﹤0.01% 4029
2025
Q3 		$3.07K Buy
127
+29
+30% +$841 ﹤0.01% 3360
2025
Q2 		$2.94K Sell
98
-105
-52% -$3.12K ﹤0.01% 3358
2025
Q1 		$5.96K Buy
+203
New +$6.79K ﹤0.01% 2413
2024
Q4 		– Sell
-19
Closed -$1.58K – 3793
2024
Q3 		$1.58K Hold
19
– – ﹤0.01% 2608
2024
Q2 		$1.55K Hold
19
– – ﹤0.01% 2629
2024
Q1 		$1.49K Hold
19
– – ﹤0.01% 2464
2023
Q4 		$1.87K Hold
19
– – ﹤0.01% 2189
2023
Q3 		$2K Hold
19
– – ﹤0.01% 2003
2023
Q2 		$2.02K Hold
19
– – ﹤0.01% 2026
2023
Q1 		$1.84K Sell
19
-32
-63% -$3.13K ﹤0.01% 1957
2022
Q4 		$5.43K Hold
51
– – ﹤0.01% 1565
2022
Q3 		$5K Hold
51
– – ﹤0.01% 1379
2022
Q2 		$5K Hold
51
– – ﹤0.01% 1270
2022
Q1 		$4K Hold
51
– – ﹤0.01% 1348
2021
Q4 		$4K Buy
+51
New +$3.85K ﹤0.01% 1344

Other funds holding MGPI

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return