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Key Financial Inc’s Mueller Water Products MWA Stock Holding History

Key Financial Inc’s Portfolio MWA Stock Details MWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,425
Closed -$45.4K – 1200
2022
Q4 		$45.4K Hold
4,425
– – 0.02% 376
2022
Q3 		$45K Hold
4,425
– – 0.02% 382
2022
Q2 		$52K Hold
4,425
– – 0.03% 351
2022
Q1 		$57K Hold
4,425
– – 0.03% 344
2021
Q4 		$64K Hold
4,425
– – 0.03% 314
2021
Q3 		$67K Hold
4,425
– – 0.04% 297
2021
Q2 		$66K Buy
+4,425
New +$63.5K 0.04% 307

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Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Key Financial Inc's MWA Position: Q1 2023 in Review

Key Financial Inc sold out of Mueller Water Products (MWA) in Q1 2023, closing a stake of 4,425 shares — an estimated $45.4K sold.

Key Financial Inc first reported a position in MWA in Q2 2021 and held it in 7 quarters. The position peaked at $67K in Q3 2021. 226 funds tracked by Wall St. Rank hold MWA as of Q1 2023.

  • Key Financial Inc reported no remaining Mueller Water Products position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 4,425 Mueller Water Products shares in Q1 2023, an estimated $45.4K.
  • Key Financial Inc first reported a position in Mueller Water Products in Q2 2021 and held it in 7 quarters.
  • Key Financial Inc's Mueller Water Products position peaked at $67K in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.