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PWMG
Prestige Wealth Management Group’s
Middleby
MIDD
Stock Holding History
Prestige Wealth Management Group’s Portfolio
MIDD Stock Details
MIDD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-7
Closed
-$859
–
1042
2024
Q2
$859
Hold
7
–
–
﹤0.01%
849
2024
Q1
$1.13K
Hold
7
–
–
﹤0.01%
853
2023
Q4
$1.03K
Sell
7
-3
-30%
-$381
﹤0.01%
856
2023
Q3
$1.28K
Hold
10
–
–
﹤0.01%
838
2023
Q2
$1.48K
Hold
10
–
–
﹤0.01%
831
2023
Q1
$1.47K
Hold
10
–
–
﹤0.01%
808
2022
Q4
$1.34K
Hold
10
–
–
﹤0.01%
916
2022
Q3
$1K
Hold
10
–
–
﹤0.01%
876
2022
Q2
$1K
Hold
10
–
–
﹤0.01%
889
2022
Q1
$2K
Hold
10
–
–
﹤0.01%
783
2021
Q4
$2K
Hold
10
–
–
﹤0.01%
807
2021
Q3
$2K
Hold
10
–
–
﹤0.01%
805
2021
Q2
$2K
Hold
10
–
–
﹤0.01%
806
2021
Q1
$2K
Hold
10
–
–
﹤0.01%
796
2020
Q4
$1K
Buy
+10
New
+$1.21K
﹤0.01%
864
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17.33%
1-Year Est. Return
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1-Year Est. Return
BlackRock
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$5.72T AUM
30.48%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Victory Capital Management
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$156B AUM
27.51%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
TCAM
Turtle Creek Asset Management
Toronto, Ontario, Canada
$2.67B AUM
0.64%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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