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Peterson Wealth Services’s MGP Ingredients MGPI Stock Holding History

Peterson Wealth Services’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,640
Closed -$886K – 229
2024
Q3 		$886K Buy
10,640
+1,338
+14% +$111K 0.28% 72
2024
Q2 		$692K Buy
9,302
+2,065
+29% +$161K 0.24% 81
2024
Q1 		$623K Buy
7,237
+4,998
+223% +$433K 0.23% 81
2023
Q4 		$221K Buy
+2,239
New +$215K 0.09% 94

Other funds holding MGPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peterson Wealth Services's MGPI Position: Q4 2024 in Review

Peterson Wealth Services sold out of MGP Ingredients (MGPI) in Q4 2024, closing a stake of 10,640 shares — an estimated $886K sold.

Peterson Wealth Services first reported a position in MGPI in Q4 2023 and held it in 4 quarters. The position peaked at $886K in Q3 2024. 206 funds tracked by Wall St. Rank hold MGPI as of Q4 2024.

  • Peterson Wealth Services reported no remaining MGP Ingredients position as of Q4 2024 after selling out during the quarter.
  • Peterson Wealth Services sold 10,640 MGP Ingredients shares in Q4 2024, an estimated $886K.
  • Peterson Wealth Services first reported a position in MGP Ingredients in Q4 2023 and held it in 4 quarters.
  • Peterson Wealth Services's MGP Ingredients position peaked at $886K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held MGP Ingredients as of Q4 2024.

Based on Peterson Wealth Services's 13F filing for Q4 2024, filed 29 Jan 2025.