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Liberty Wealth Management’s Minerals Technologies MTX Stock Holding History

Liberty 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
2020
Q2 		– Sell
-10
Closed – – 941
2020
Q1 		$0 Hold
10
– – ﹤0.01% 948
2019
Q4 		$1K Hold
10
– – ﹤0.01% 846
2019
Q3 		$1K Hold
10
– – ﹤0.01% 811
2019
Q2 		$1K Hold
10
– – ﹤0.01% 843
2019
Q1 		$0 Buy
+10
New +$572 ﹤0.01% 808

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Liberty Wealth Management's MTX Position: Q2 2020 in Review

Liberty Wealth Management sold out of Minerals Technologies (MTX) in Q2 2020, closing a stake of 10 shares.

Liberty Wealth Management first reported a position in MTX in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 215 funds tracked by Wall St. Rank hold MTX as of Q2 2020.

  • Liberty Wealth Management reported no remaining Minerals Technologies position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 10 Minerals Technologies shares in Q2 2020.
  • Liberty Wealth Management first reported a position in Minerals Technologies in Q1 2019 and held it in 5 quarters.
  • Liberty Wealth Management's Minerals Technologies position peaked at $1K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held Minerals Technologies as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.