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Financial Gravity Asset Management’s Maui Land & Pineapple Co MLP Stock Holding History

Financial Gravity Asset Management’s Portfolio MLP Stock Details MLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12
Closed -$252 – 2048
2024
Q1 		$252 Buy
+12
New +$236 ﹤0.01% 1570

Other funds holding MLP

TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Gravity Asset Management's MLP Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Maui Land & Pineapple Co (MLP) in Q2 2024, closing a stake of 12 shares — an estimated $252 sold.

Financial Gravity Asset Management first reported a position in MLP in Q1 2024 and held it in 1 quarter. The position peaked at $252 in Q1 2024. 56 funds tracked by Wall St. Rank hold MLP as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Maui Land & Pineapple Co position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 12 Maui Land & Pineapple Co shares in Q2 2024, an estimated $252.
  • Financial Gravity Asset Management first reported a position in Maui Land & Pineapple Co in Q1 2024 and held it in 1 quarter.
  • Financial Gravity Asset Management's Maui Land & Pineapple Co position peaked at $252 in Q1 2024.
  • 56 funds tracked by Wall St. Rank held Maui Land & Pineapple Co as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.