Evolution Wealth Advisors’s Mueller Water Products MWA Stock Holding History

Evolution Wealth 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
2021 Q4	–	Sell	-3,600	Closed	-$55K	–	455
2021 Q3	$55K	Hold	3,600	–	–	0.01%	200
2021 Q2	$52K	Hold	3,600	–	–	0.01%	203
2021 Q1	$50K	Hold	3,600	–	–	0.01%	200
2020 Q4	$45K	Hold	3,600	–	–	0.01%	185
2020 Q3	$37K	Buy	+3,600	New	+$37.6K	0.01%	205
2019 Q4	–	Sell	-3,600	Closed	-$40K	–	666
2019 Q3	$40K	Buy	+3,600	New	+$36.8K	0.02%	60

Other funds holding MWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evolution Wealth Advisors's MWA Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Mueller Water Products (MWA) in Q4 2021, closing a stake of 3,600 shares — an estimated $55K sold.

Evolution Wealth Advisors first reported a position in MWA in Q3 2019 and held it in 6 quarters. The position peaked at $55K in Q3 2021. 253 funds tracked by Wall St. Rank hold MWA as of Q4 2021.

Evolution Wealth Advisors reported no remaining Mueller Water Products position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 3,600 Mueller Water Products shares in Q4 2021, an estimated $55K.
Evolution Wealth Advisors first reported a position in Mueller Water Products in Q3 2019 and held it in 6 quarters.
Evolution Wealth Advisors's Mueller Water Products position peaked at $55K in Q3 2021.
253 funds tracked by Wall St. Rank held Mueller Water Products as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.