Physician Wealth Advisors’s MGP Ingredients MGPI Stock Holding History

Physician Wealth Advisors’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
2025 Q1	–	Sell	-15	Closed	-$591	–	1491
2024 Q4	$591	Buy	+15	New	+$816	﹤0.01%	1089

Other funds holding MGPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Physician Wealth Advisors's MGPI Position: Q1 2025 in Review

Physician Wealth Advisors sold out of MGP Ingredients (MGPI) in Q1 2025, closing a stake of 15 shares — an estimated $591 sold.

Physician Wealth Advisors first reported a position in MGPI in Q4 2024 and held it in 1 quarter. The position peaked at $591 in Q4 2024. 200 funds tracked by Wall St. Rank hold MGPI as of Q1 2025.

Physician Wealth Advisors reported no remaining MGP Ingredients position as of Q1 2025 after selling out during the quarter.
Physician Wealth Advisors sold 15 MGP Ingredients shares in Q1 2025, an estimated $591.
Physician Wealth Advisors first reported a position in MGP Ingredients in Q4 2024 and held it in 1 quarter.
Physician Wealth Advisors's MGP Ingredients position peaked at $591 in Q4 2024.
200 funds tracked by Wall St. Rank held MGP Ingredients as of Q1 2025.

Based on Physician Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.