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Key Financial Inc’s MGP Ingredients MGPI Stock Holding History

Key Financial Inc’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
-137
Closed -$11.4K – 1395
2024
Q3 		$11.4K Hold
137
– – ﹤0.01% 760
2024
Q2 		$10.2K Hold
137
– – ﹤0.01% 773
2024
Q1 		$11.8K Hold
137
– – ﹤0.01% 714
2023
Q4 		$13.5K Hold
137
– – ﹤0.01% 669
2023
Q3 		$14.5K Hold
137
– – ﹤0.01% 632
2023
Q2 		$14.6K Hold
137
– – ﹤0.01% 647
2023
Q1 		$13.3K Hold
137
– – ﹤0.01% 619
2022
Q4 		$14.5K Hold
137
– – 0.01% 551
2022
Q3 		$15K Hold
137
– – 0.01% 551
2022
Q2 		$14K Hold
137
– – 0.01% 568
2022
Q1 		$12K Buy
+137
New +$11K 0.01% 593

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

Key Financial Inc's MGPI Position: Q4 2024 in Review

Key Financial Inc sold out of MGP Ingredients (MGPI) in Q4 2024, closing a stake of 137 shares — an estimated $11.4K sold.

Key Financial Inc first reported a position in MGPI in Q1 2022 and held it in 11 quarters. The position peaked at $15K in Q3 2022. 206 funds tracked by Wall St. Rank hold MGPI as of Q4 2024.

  • Key Financial Inc reported no remaining MGP Ingredients position as of Q4 2024 after selling out during the quarter.
  • Key Financial Inc sold 137 MGP Ingredients shares in Q4 2024, an estimated $11.4K.
  • Key Financial Inc first reported a position in MGP Ingredients in Q1 2022 and held it in 11 quarters.
  • Key Financial Inc's MGP Ingredients position peaked at $15K in Q3 2022.
  • 206 funds tracked by Wall St. Rank held MGP Ingredients as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.