Patriot Financial Group Insurance Agency’s Mueller Water Products MWA Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-148	Closed	-$2K	–	1376
2022 Q2	$2K	Sell	148 -361	-71%	-$4.35K	﹤0.01%	1784
2022 Q1	$7K	Hold	509	–	–	﹤0.01%	1504
2021 Q4	$7K	Hold	509	–	–	﹤0.01%	1617
2021 Q3	$8K	Buy	509 +361	+244%	+$5.56K	﹤0.01%	1565
2021 Q2	$2K	Hold	148	–	–	﹤0.01%	1890
2021 Q1	$2K	Hold	148	–	–	﹤0.01%	1794
2020 Q4	$2K	Hold	148	–	–	﹤0.01%	1651
2020 Q3	$2K	Hold	148	–	–	﹤0.01%	1467
2020 Q2	$1K	Buy	+148	New	+$1.32K	﹤0.01%	1547

Other funds holding MWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Mueller Water Products (MWA) in Q3 2022, closing a stake of 148 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in MWA in Q2 2020 and held it in 9 quarters. The position peaked at $8K in Q3 2021. 239 funds tracked by Wall St. Rank hold MWA as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Mueller Water Products position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 148 Mueller Water Products shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Mueller Water Products in Q2 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's Mueller Water Products position peaked at $8K in Q3 2021.
239 funds tracked by Wall St. Rank held Mueller Water Products as of Q3 2022.

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