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Plante Moran Financial Advisors’s MGP Ingredients MGPI Stock Holding History

Plante Moran Financial 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
2023
Q2 		– Sell
-100
Closed -$9.67K – 841
2023
Q1 		$9.67K Buy
+100
New +$9.77K ﹤0.01% 568

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CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SIMG
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Plante Moran Financial Advisors's MGPI Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of MGP Ingredients (MGPI) in Q2 2023, closing a stake of 100 shares — an estimated $9.67K sold.

Plante Moran Financial Advisors first reported a position in MGPI in Q1 2023 and held it in 1 quarter. The position peaked at $9.67K in Q1 2023. 215 funds tracked by Wall St. Rank hold MGPI as of Q2 2023.

  • Plante Moran Financial Advisors reported no remaining MGP Ingredients position as of Q2 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 100 MGP Ingredients shares in Q2 2023, an estimated $9.67K.
  • Plante Moran Financial Advisors first reported a position in MGP Ingredients in Q1 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's MGP Ingredients position peaked at $9.67K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held MGP Ingredients as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.