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Patriot Financial Group Insurance Agency’s Minerals Technologies MTX Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-25
Closed -$2K – 1369
2022
Q2 		$2K Buy
+25
New +$1.6K ﹤0.01% 1783

Other funds holding MTX

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MTX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Minerals Technologies (MTX) in Q3 2022, closing a stake of 25 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in MTX in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 218 funds tracked by Wall St. Rank hold MTX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Minerals Technologies position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 25 Minerals Technologies shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Minerals Technologies in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Minerals Technologies position peaked at $2K in Q2 2022.
  • 218 funds tracked by Wall St. Rank held Minerals Technologies as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.