JWA
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JFS Wealth Advisors’s MGP Ingredients MGPI Stock Holding History

JFS Wealth Advisors’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
-1
Closed -$84 – 1972
2024
Q3 		$84 Sell
1
-3
-75% -$248 ﹤0.01% 1912
2024
Q2 		$298 Sell
4
-2
-33% -$156 ﹤0.01% 1867
2024
Q1 		$517 Buy
6
+1
+20% +$87 ﹤0.01% 1782
2023
Q4 		$493 Sell
5
-1
-17% -$96 ﹤0.01% 1807
2023
Q3 		$633 Buy
6
+3
+100% +$340 ﹤0.01% 1702
2023
Q2 		$319 Hold
3
– – ﹤0.01% 1822
2023
Q1 		$291 Sell
3
-1
-25% -$98 ﹤0.01% 1785
2022
Q4 		$426 Buy
4
+3
+300% +$335 ﹤0.01% 1754
2022
Q3 		$0 Buy
+1
New +$107 ﹤0.01% 1850

Other funds holding MGPI

BlackRock
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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JFS Wealth Advisors's MGPI Position: Q4 2024 in Review

JFS Wealth Advisors sold out of MGP Ingredients (MGPI) in Q4 2024, closing a stake of 1 share — an estimated $84 sold.

JFS Wealth Advisors first reported a position in MGPI in Q3 2022 and held it in 9 quarters. The position peaked at $633 in Q3 2023. 206 funds tracked by Wall St. Rank hold MGPI as of Q4 2024.

  • JFS Wealth Advisors reported no remaining MGP Ingredients position as of Q4 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 1 MGP Ingredients share in Q4 2024, an estimated $84.
  • JFS Wealth Advisors first reported a position in MGP Ingredients in Q3 2022 and held it in 9 quarters.
  • JFS Wealth Advisors's MGP Ingredients position peaked at $633 in Q3 2023.
  • 206 funds tracked by Wall St. Rank held MGP Ingredients as of Q4 2024.

Based on JFS Wealth Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.