PWP
MZTI

Personal Wealth Partners’s The Marzetti Company MZTI Stock Holding History

Personal Wealth Partners’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1
Closed – – 348
2019
Q4 		$0 Hold
1
– – ﹤0.01% 602
2019
Q3 		$0 Buy
+1
New +$149 ﹤0.01% 612

Other funds holding MZTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Wealth Partners's MZTI Position: Q1 2020 in Review

Personal Wealth Partners sold out of The Marzetti Company (MZTI) in Q1 2020, closing a stake of 1 share.

Personal Wealth Partners first reported a position in MZTI in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 239 funds tracked by Wall St. Rank hold MZTI as of Q1 2020.

  • Personal Wealth Partners reported no remaining The Marzetti Company position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 1 The Marzetti Company share in Q1 2020.
  • Personal Wealth Partners first reported a position in The Marzetti Company in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's The Marzetti Company position peaked at $0 in Q4 2019.
  • 239 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.