JWA
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JFS Wealth Advisors’s Minerals Technologies MTX Stock Holding History

JFS Wealth Advisors’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
2026
Q2 		$2.29K Buy
31
+4
+15% +$302 ﹤0.01% 1562
2026
Q1 		$1.92K Sell
27
-1
-4% -$69 ﹤0.01% 1519
2025
Q4 		$1.71K Buy
28
+10
+56% +$592 ﹤0.01% 1595
2025
Q3 		$1.12K Buy
18
+14
+350% +$854 ﹤0.01% 1601
2025
Q2 		$221 Sell
4
-23
-85% -$1.3K ﹤0.01% 1777
2025
Q1 		$1.72K Hold
27
– – ﹤0.01% 1516
2024
Q4 		$2.06K Hold
27
– – ﹤0.01% 1467
2024
Q3 		$2.09K Buy
27
+1
+4% +$77 ﹤0.01% 1471
2024
Q2 		$2.16K Hold
26
– – ﹤0.01% 1401
2024
Q1 		$1.96K Hold
26
– – ﹤0.01% 1451
2023
Q4 		$1.85K Buy
26
+9
+53% +$533 ﹤0.01% 1472
2023
Q3 		$931 Sell
17
-9
-35% -$514 ﹤0.01% 1616
2023
Q2 		$1.5K Hold
26
– – ﹤0.01% 1491
2023
Q1 		$1.57K Buy
26
+3
+13% +$187 ﹤0.01% 1453
2022
Q4 		$1.4K Buy
23
+9
+64% +$510 ﹤0.01% 1507
2022
Q3 		$1K Sell
14
-28
-67% -$1.7K ﹤0.01% 1598
2022
Q2 		$3K Buy
42
+18
+75% +$1.15K ﹤0.01% 1207
2022
Q1 		$2K Buy
24
+13
+118% +$899 ﹤0.01% 1454
2021
Q4 		$1K Buy
+11
New +$791 ﹤0.01% 1465

Other funds holding MTX

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return