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Sowell Financial Services’s Minerals Technologies MTX Stock Holding History

Sowell Financial Services’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-24
Closed -$1K – 3229
2020
Q4 		$1K Hold
24
– – ﹤0.01% 2599
2020
Q3 		$1K Hold
24
– – ﹤0.01% 2403
2020
Q2 		$1K Sell
24
-33
-58% -$1.45K ﹤0.01% 2341
2020
Q1 		$2K Hold
57
– – ﹤0.01% 2089
2019
Q4 		$3K Hold
57
– – ﹤0.01% 2077
2019
Q3 		$3K Buy
+57
New +$2.92K ﹤0.01% 1953

Other funds holding MTX

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Sowell Financial Services's MTX Position: Q1 2021 in Review

Sowell Financial Services sold out of Minerals Technologies (MTX) in Q1 2021, closing a stake of 24 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in MTX in Q3 2019 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 208 funds tracked by Wall St. Rank hold MTX as of Q1 2021.

  • Sowell Financial Services reported no remaining Minerals Technologies position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 24 Minerals Technologies shares in Q1 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Minerals Technologies in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Minerals Technologies position peaked at $3K in Q4 2019.
  • 208 funds tracked by Wall St. Rank held Minerals Technologies as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.