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Mission Wealth Management’s Ball Corp BALL Stock Holding History

Mission Wealth Management’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,914
Closed -$402K – 670
2024
Q3 		$402K Sell
5,914
-515
-8% -$32.7K 0.01% 473
2024
Q2 		$386K Buy
6,429
+15
+0.2% +$1K 0.01% 474
2024
Q1 		$432K Sell
6,414
-63
-1% -$3.83K 0.01% 471
2023
Q4 		$373K Sell
6,477
-124
-2% -$6.39K 0.01% 430
2023
Q3 		$329K Sell
6,601
-525
-7% -$28.7K 0.01% 431
2023
Q2 		$415K Buy
7,126
+18
+0.3% +$976 0.02% 386
2023
Q1 		$392K Buy
7,108
+1,436
+25% +$79.9K 0.02% 393
2022
Q4 		$290K Buy
5,672
+438
+8% +$22.7K 0.01% 426
2022
Q3 		$253K Buy
5,234
+1,457
+39% +$89.6K 0.01% 426
2022
Q2 		$260K Buy
3,777
+297
+9% +$22.5K 0.01% 424
2022
Q1 		$313K Buy
3,480
+110
+3% +$10K 0.01% 407
2021
Q4 		$324K Buy
3,370
+142
+4% +$13.1K 0.01% 415
2021
Q3 		$290K Buy
3,228
+234
+8% +$20.8K 0.01% 413
2021
Q2 		$243K Hold
2,994
– – 0.01% 436
2021
Q1 		$254K Buy
2,994
+6
+0.2% +$525 0.01% 395
2020
Q4 		$278K Buy
+2,988
New +$276K 0.02% 346

Other funds holding BALL

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mission Wealth Management's BALL Position: Q4 2024 in Review

Mission Wealth Management sold out of Ball Corp (BALL) in Q4 2024, closing a stake of 5,914 shares — an estimated $402K sold.

Mission Wealth Management first reported a position in BALL in Q4 2020 and held it in 16 quarters. The position peaked at $432K in Q1 2024. 718 funds tracked by Wall St. Rank hold BALL as of Q4 2024.

  • Mission Wealth Management reported no remaining Ball Corp position as of Q4 2024 after selling out during the quarter.
  • Mission Wealth Management sold 5,914 Ball Corp shares in Q4 2024, an estimated $402K.
  • Mission Wealth Management first reported a position in Ball Corp in Q4 2020 and held it in 16 quarters.
  • Mission Wealth Management's Ball Corp position peaked at $432K in Q1 2024.
  • 718 funds tracked by Wall St. Rank held Ball Corp as of Q4 2024.

Based on Mission Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.