MPWT
MVBF icon

MassMutual Private Wealth & Trust’s MVB Financial MVBF Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-23
Closed -$475 – 1979
2023
Q1 		$475 Buy
+23
New +$534 ﹤0.01% 1691

Other funds holding MVBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MassMutual Private Wealth & Trust's MVBF Position: Q2 2023 in Review

MassMutual Private Wealth & Trust sold out of MVB Financial (MVBF) in Q2 2023, closing a stake of 23 shares — an estimated $475 sold.

MassMutual Private Wealth & Trust first reported a position in MVBF in Q1 2023 and held it in 1 quarter. The position peaked at $475 in Q1 2023. 68 funds tracked by Wall St. Rank hold MVBF as of Q2 2023.

  • MassMutual Private Wealth & Trust reported no remaining MVB Financial position as of Q2 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 23 MVB Financial shares in Q2 2023, an estimated $475.
  • MassMutual Private Wealth & Trust first reported a position in MVB Financial in Q1 2023 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's MVB Financial position peaked at $475 in Q1 2023.
  • 68 funds tracked by Wall St. Rank held MVB Financial as of Q2 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2023, filed 2 Aug 2023.