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Pacific Capital Wealth Advisors’s Mohawk Industries MHK Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-42
Closed -$5.5K – 627
2024
Q1 		$5.5K Buy
+42
New +$4.72K ﹤0.01% 297

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Pacific Capital Wealth Advisors's MHK Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Mohawk Industries (MHK) in Q2 2024, closing a stake of 42 shares — an estimated $5.5K sold.

Pacific Capital Wealth Advisors first reported a position in MHK in Q1 2024 and held it in 1 quarter. The position peaked at $5.5K in Q1 2024. 435 funds tracked by Wall St. Rank hold MHK as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Mohawk Industries position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 42 Mohawk Industries shares in Q2 2024, an estimated $5.5K.
  • Pacific Capital Wealth Advisors first reported a position in Mohawk Industries in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Mohawk Industries position peaked at $5.5K in Q1 2024.
  • 435 funds tracked by Wall St. Rank held Mohawk Industries as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.