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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Mueller Industries MLI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-600
Closed -$13.1K – 280
2023
Q2 		$13.1K Hold
600
– – 0.01% 201
2023
Q1 		$11K Hold
600
– – 0.01% 216
2022
Q4 		$8.85K Buy
+600
New +$9.57K 0.01% 215

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MLI Position: Q3 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Mueller Industries (MLI) in Q3 2023, closing a stake of 600 shares — an estimated $13.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MLI in Q4 2022 and held it in 3 quarters. The position peaked at $13.1K in Q2 2023. 358 funds tracked by Wall St. Rank hold MLI as of Q3 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Mueller Industries position as of Q3 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 600 Mueller Industries shares in Q3 2023, an estimated $13.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Mueller Industries in Q4 2022 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Mueller Industries position peaked at $13.1K in Q2 2023.
  • 358 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2023, filed 7 Aug 2026.