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MPS Loria Financial Planners’s Ball Corp BALL Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-17
Closed -$1K – 141
2021
Q1 		$1K Hold
17
– – ﹤0.01% 472
2020
Q4 		$2K Buy
+17
New +$1.57K ﹤0.01% 446

Other funds holding BALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPS Loria Financial Planners's BALL Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Ball Corp (BALL) in Q2 2021, closing a stake of 17 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in BALL in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 717 funds tracked by Wall St. Rank hold BALL as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Ball Corp position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 17 Ball Corp shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Ball Corp in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Ball Corp position peaked at $2K in Q4 2020.
  • 717 funds tracked by Wall St. Rank held Ball Corp as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.