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Freedom Wealth Alliance’s Mueller Water Products MWA Stock Holding History

Freedom Wealth Alliance’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
-16,688
Closed -$273K – 61
2023
Q2 		$273K Sell
16,688
-1,028
-6% -$14.6K 0.38% 46
2023
Q1 		$247K Buy
17,716
+250
+1% +$3.25K 0.37% 48
2022
Q4 		$188K Buy
+17,466
New +$195K 0.27% 58

Other funds holding MWA

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

Freedom Wealth Alliance's MWA Position: Q3 2023 in Review

Freedom Wealth Alliance sold out of Mueller Water Products (MWA) in Q3 2023, closing a stake of 16,688 shares — an estimated $273K sold.

Freedom Wealth Alliance first reported a position in MWA in Q4 2022 and held it in 3 quarters. The position peaked at $273K in Q2 2023. 230 funds tracked by Wall St. Rank hold MWA as of Q3 2023.

  • Freedom Wealth Alliance reported no remaining Mueller Water Products position as of Q3 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 16,688 Mueller Water Products shares in Q3 2023, an estimated $273K.
  • Freedom Wealth Alliance first reported a position in Mueller Water Products in Q4 2022 and held it in 3 quarters.
  • Freedom Wealth Alliance's Mueller Water Products position peaked at $273K in Q2 2023.
  • 230 funds tracked by Wall St. Rank held Mueller Water Products as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.