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FFT Wealth Management’s Mueller Water Products MWA Stock Holding History

FFT Wealth Management’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
2023
Q3 		– Sell
-14,495
Closed -$235K – 124
2023
Q2 		$235K Sell
14,495
-2,326
-14% -$33.1K 0.03% 100
2023
Q1 		$234K Hold
16,821
– – 0.03% 96
2022
Q4 		$181K Buy
16,821
+3,674
+28% +$41K 0.02% 110
2022
Q3 		$135K Buy
+13,147
New +$153K 0.02% 97

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FFT Wealth Management's MWA Position: Q3 2023 in Review

FFT Wealth Management sold out of Mueller Water Products (MWA) in Q3 2023, closing a stake of 14,495 shares — an estimated $235K sold.

FFT Wealth Management first reported a position in MWA in Q3 2022 and held it in 4 quarters. The position peaked at $235K in Q2 2023. 230 funds tracked by Wall St. Rank hold MWA as of Q3 2023.

  • FFT Wealth Management reported no remaining Mueller Water Products position as of Q3 2023 after selling out during the quarter.
  • FFT Wealth Management sold 14,495 Mueller Water Products shares in Q3 2023, an estimated $235K.
  • FFT Wealth Management first reported a position in Mueller Water Products in Q3 2022 and held it in 4 quarters.
  • FFT Wealth Management's Mueller Water Products position peaked at $235K in Q2 2023.
  • 230 funds tracked by Wall St. Rank held Mueller Water Products as of Q3 2023.

Based on FFT Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.