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ML&R Wealth Management’s Mueller Water Products MWA Stock Holding History

ML&R Wealth Management’s Portfolio MWA Stock Details MWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-25,000
Closed -$406K – 85
2023
Q2 		$406K Buy
+25,000
New +$356K 0.09% 68

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BlackRock
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NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ML&R Wealth Management's MWA Position: Q3 2023 in Review

ML&R Wealth Management sold out of Mueller Water Products (MWA) in Q3 2023, closing a stake of 25,000 shares — an estimated $406K sold.

ML&R Wealth Management first reported a position in MWA in Q2 2023 and held it in 1 quarter. The position peaked at $406K in Q2 2023. 230 funds tracked by Wall St. Rank hold MWA as of Q3 2023.

  • ML&R Wealth Management reported no remaining Mueller Water Products position as of Q3 2023 after selling out during the quarter.
  • ML&R Wealth Management sold 25,000 Mueller Water Products shares in Q3 2023, an estimated $406K.
  • ML&R Wealth Management first reported a position in Mueller Water Products in Q2 2023 and held it in 1 quarter.
  • ML&R Wealth Management's Mueller Water Products position peaked at $406K in Q2 2023.
  • 230 funds tracked by Wall St. Rank held Mueller Water Products as of Q3 2023.

Based on ML&R Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.