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Halpern Financial’s Minerals Technologies MTX Stock Holding History

Halpern Financial’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-42
Closed -$2.58K – 276
2022
Q2 		$2.58K Buy
+42
New +$2.68K ﹤0.01% 218

Other funds holding MTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Halpern Financial's MTX Position: Q3 2022 in Review

Halpern Financial sold out of Minerals Technologies (MTX) in Q3 2022, closing a stake of 42 shares — an estimated $2.58K sold.

Halpern Financial first reported a position in MTX in Q2 2022 and held it in 1 quarter. The position peaked at $2.58K in Q2 2022. 218 funds tracked by Wall St. Rank hold MTX as of Q3 2022.

  • Halpern Financial reported no remaining Minerals Technologies position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 42 Minerals Technologies shares in Q3 2022, an estimated $2.58K.
  • Halpern Financial first reported a position in Minerals Technologies in Q2 2022 and held it in 1 quarter.
  • Halpern Financial's Minerals Technologies position peaked at $2.58K in Q2 2022.
  • 218 funds tracked by Wall St. Rank held Minerals Technologies as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.