GeoWealth Management’s MGP Ingredients MGPI Stock Holding History

GeoWealth Management’s Portfolio MGPI Stock Details MGPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10	Closed	-$833	–	1855
2024 Q3	$833	Buy	+10	New	+$827	﹤0.01%	1605

Other funds holding MGPI

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's MGPI Position: Q4 2024 in Review

GeoWealth Management sold out of MGP Ingredients (MGPI) in Q4 2024, closing a stake of 10 shares — an estimated $833 sold.

GeoWealth Management first reported a position in MGPI in Q3 2024 and held it in 1 quarter. The position peaked at $833 in Q3 2024. 206 funds tracked by Wall St. Rank hold MGPI as of Q4 2024.

GeoWealth Management reported no remaining MGP Ingredients position as of Q4 2024 after selling out during the quarter.
GeoWealth Management sold 10 MGP Ingredients shares in Q4 2024, an estimated $833.
GeoWealth Management first reported a position in MGP Ingredients in Q3 2024 and held it in 1 quarter.
GeoWealth Management's MGP Ingredients position peaked at $833 in Q3 2024.
206 funds tracked by Wall St. Rank held MGP Ingredients as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.