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MorganRosel Wealth Management’s MasTec MTZ Stock Holding History

MorganRosel Wealth Management’s Portfolio MTZ Stock Details MTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,775
Closed -$632K – 101
2023
Q3 		$632K Buy
8,775
+1,488
+20% +$148K 0.26% 60
2023
Q2 		$860K Buy
+7,287
New +$714K 0.35% 52
2021
Q4 		– Sell
-7,958
Closed -$687K – 87
2021
Q3 		$687K Buy
7,958
+787
+11% +$74.7K 0.38% 53
2021
Q2 		$761K Buy
+7,171
New +$779K 0.43% 48

Other funds holding MTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MorganRosel Wealth Management's MTZ Position: Q4 2023 in Review

MorganRosel Wealth Management sold out of MasTec (MTZ) in Q4 2023, closing a stake of 8,775 shares — an estimated $632K sold.

MorganRosel Wealth Management first reported a position in MTZ in Q2 2021 and held it in 4 quarters. The position peaked at $860K in Q2 2023. 368 funds tracked by Wall St. Rank hold MTZ as of Q4 2023.

  • MorganRosel Wealth Management reported no remaining MasTec position as of Q4 2023 after selling out during the quarter.
  • MorganRosel Wealth Management sold 8,775 MasTec shares in Q4 2023, an estimated $632K.
  • MorganRosel Wealth Management first reported a position in MasTec in Q2 2021 and held it in 4 quarters.
  • MorganRosel Wealth Management's MasTec position peaked at $860K in Q2 2023.
  • 368 funds tracked by Wall St. Rank held MasTec as of Q4 2023.

Based on MorganRosel Wealth Management's 13F filing for Q4 2023, filed 19 Jan 2024.