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Next Financial Group’s Mueller Water Products MWA Stock Holding History

Next Financial Group’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
2021
Q4 		– Sell
-4,267
Closed -$65K – 2927
2021
Q3 		$65K Buy
4,267
+11
+0.3% +$169 0.01% 1300
2021
Q2 		$61K Buy
4,256
+343
+9% +$4.92K ﹤0.01% 1303
2021
Q1 		$54K Buy
+3,913
New +$50.8K ﹤0.01% 1247

Other funds holding MWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's MWA Position: Q4 2021 in Review

Next Financial Group sold out of Mueller Water Products (MWA) in Q4 2021, closing a stake of 4,267 shares — an estimated $65K sold.

Next Financial Group first reported a position in MWA in Q1 2021 and held it in 3 quarters. The position peaked at $65K in Q3 2021. 253 funds tracked by Wall St. Rank hold MWA as of Q4 2021.

  • Next Financial Group reported no remaining Mueller Water Products position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 4,267 Mueller Water Products shares in Q4 2021, an estimated $65K.
  • Next Financial Group first reported a position in Mueller Water Products in Q1 2021 and held it in 3 quarters.
  • Next Financial Group's Mueller Water Products position peaked at $65K in Q3 2021.
  • 253 funds tracked by Wall St. Rank held Mueller Water Products as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.