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Private Wealth Management Group’s Mesa Laboratories MLAB Stock Holding History

Private Wealth Management Group’s Portfolio MLAB Stock Details MLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$439 – 1575
2024
Q1 		$439 Buy
+4
New +$403 ﹤0.01% 1466

Other funds holding MLAB

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CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Wealth Management Group's MLAB Position: Q2 2024 in Review

Private Wealth Management Group sold out of Mesa Laboratories (MLAB) in Q2 2024, closing a stake of 4 shares — an estimated $439 sold.

Private Wealth Management Group first reported a position in MLAB in Q1 2024 and held it in 1 quarter. The position peaked at $439 in Q1 2024. 154 funds tracked by Wall St. Rank hold MLAB as of Q2 2024.

  • Private Wealth Management Group reported no remaining Mesa Laboratories position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 4 Mesa Laboratories shares in Q2 2024, an estimated $439.
  • Private Wealth Management Group first reported a position in Mesa Laboratories in Q1 2024 and held it in 1 quarter.
  • Private Wealth Management Group's Mesa Laboratories position peaked at $439 in Q1 2024.
  • 154 funds tracked by Wall St. Rank held Mesa Laboratories as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.