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Harvest Group Wealth Management’s Minerals Technologies MTX Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-12
Closed -$1K – 453
2020
Q4 		$1K Hold
12
– – ﹤0.01% 513
2020
Q3 		$1K Hold
12
– – ﹤0.01% 483
2020
Q2 		$0 Buy
+12
New +$525 ﹤0.01% 719
2020
Q1 		– Sell
-39
Closed -$2K – 811
2019
Q4 		$2K Buy
+39
New +$2.1K ﹤0.01% 640
2019
Q3 		– Sell
-53
Closed -$2K – 1085
2019
Q2 		$2K Hold
53
– – ﹤0.01% 570
2019
Q1 		$3K Buy
+53
New +$3.03K ﹤0.01% 518

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Harvest Group Wealth Management's MTX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Minerals Technologies (MTX) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in MTX in Q1 2019 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 208 funds tracked by Wall St. Rank hold MTX as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Minerals Technologies position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 12 Minerals Technologies shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Minerals Technologies in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Minerals Technologies position peaked at $3K in Q1 2019.
  • 208 funds tracked by Wall St. Rank held Minerals Technologies as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.