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McGlone Suttner Wealth Management’s Mine Safety MSA Stock Holding History

McGlone Suttner Wealth Management’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-362
Closed -$61K – 551
2023
Q4 		$61K Buy
+362
New +$58.9K 0.01% 264

Other funds holding MSA

APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

McGlone Suttner Wealth Management's MSA Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Mine Safety (MSA) in Q1 2024, closing a stake of 362 shares — an estimated $61K sold.

McGlone Suttner Wealth Management first reported a position in MSA in Q4 2023 and held it in 1 quarter. The position peaked at $61K in Q4 2023. 367 funds tracked by Wall St. Rank hold MSA as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Mine Safety position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 362 Mine Safety shares in Q1 2024, an estimated $61K.
  • McGlone Suttner Wealth Management first reported a position in Mine Safety in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Mine Safety position peaked at $61K in Q4 2023.
  • 367 funds tracked by Wall St. Rank held Mine Safety as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.