MWM
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Moran Wealth Management’s MGP Ingredients MGPI Stock Holding History

Moran Wealth Management’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,069
Closed -$220K – 367
2022
Q4 		$220K Buy
+2,069
New +$231K 0.01% 335

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CIP
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SIMG
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moran Wealth Management's MGPI Position: Q1 2023 in Review

Moran Wealth Management sold out of MGP Ingredients (MGPI) in Q1 2023, closing a stake of 2,069 shares — an estimated $220K sold.

Moran Wealth Management first reported a position in MGPI in Q4 2022 and held it in 1 quarter. The position peaked at $220K in Q4 2022. 237 funds tracked by Wall St. Rank hold MGPI as of Q1 2023.

  • Moran Wealth Management reported no remaining MGP Ingredients position as of Q1 2023 after selling out during the quarter.
  • Moran Wealth Management sold 2,069 MGP Ingredients shares in Q1 2023, an estimated $220K.
  • Moran Wealth Management first reported a position in MGP Ingredients in Q4 2022 and held it in 1 quarter.
  • Moran Wealth Management's MGP Ingredients position peaked at $220K in Q4 2022.
  • 237 funds tracked by Wall St. Rank held MGP Ingredients as of Q1 2023.

Based on Moran Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.