MWM
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Minot Wealth Management’s Mistras Group MG Stock Holding History

Minot Wealth Management’s Portfolio MG Stock Details MG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-17,055
Closed -$195K – 220
2021
Q1 		$195K Buy
+17,055
New +$151K 0.05% 190

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BRIM
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RA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Minot Wealth Management's MG Position: Q2 2021 in Review

Minot Wealth Management sold out of Mistras Group (MG) in Q2 2021, closing a stake of 17,055 shares — an estimated $195K sold.

Minot Wealth Management first reported a position in MG in Q1 2021 and held it in 1 quarter. The position peaked at $195K in Q1 2021. 85 funds tracked by Wall St. Rank hold MG as of Q2 2021.

  • Minot Wealth Management reported no remaining Mistras Group position as of Q2 2021 after selling out during the quarter.
  • Minot Wealth Management sold 17,055 Mistras Group shares in Q2 2021, an estimated $195K.
  • Minot Wealth Management first reported a position in Mistras Group in Q1 2021 and held it in 1 quarter.
  • Minot Wealth Management's Mistras Group position peaked at $195K in Q1 2021.
  • 85 funds tracked by Wall St. Rank held Mistras Group as of Q2 2021.

Based on Minot Wealth Management's 13F filing for Q2 2021, filed 19 Jul 2021.