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Steward Partners Investment Advisory’s Minerals Technologies MTX Stock Holding History

Steward Partners Investment Advisory’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
2023
Q3 		– Sell
-93
Closed -$5.37K – 3427
2023
Q2 		$5.37K Buy
+93
New +$5.41K ﹤0.01% 2770
2018
Q1 		– Sell
-250
Closed -$17K – 2283
2017
Q4 		$17K Buy
+250
New +$17.8K ﹤0.01% 1184

Other funds holding MTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Steward Partners Investment Advisory's MTX Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of Minerals Technologies (MTX) in Q3 2023, closing a stake of 93 shares — an estimated $5.37K sold.

Steward Partners Investment Advisory first reported a position in MTX in Q4 2017 and held it in 2 quarters. The position peaked at $17K in Q4 2017. 212 funds tracked by Wall St. Rank hold MTX as of Q3 2023.

  • Steward Partners Investment Advisory reported no remaining Minerals Technologies position as of Q3 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 93 Minerals Technologies shares in Q3 2023, an estimated $5.37K.
  • Steward Partners Investment Advisory first reported a position in Minerals Technologies in Q4 2017 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Minerals Technologies position peaked at $17K in Q4 2017.
  • 212 funds tracked by Wall St. Rank held Minerals Technologies as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.