Stratos Wealth Partners’s Metallus MTUS Stock Holding History

Stratos Wealth Partners’s Portfolio MTUS Stock Details MTUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-10,025	Closed	-$165K	–	1365
2021 Q4	$165K	Sell	10,025 -208	-2%	-$3.03K	﹤0.01%	1193
2021 Q3	$134K	Hold	10,233	–	–	﹤0.01%	1131
2021 Q2	$145K	Hold	10,233	–	–	﹤0.01%	1142
2021 Q1	$120K	Sell	10,233 -9,000	-47%	-$67.2K	﹤0.01%	1083
2020 Q4	$90K	Buy	19,233 +208	+1%	+$941	﹤0.01%	1048
2020 Q3	$68K	Hold	19,025	–	–	﹤0.01%	989
2020 Q2	$74K	Hold	19,025	–	–	﹤0.01%	964
2020 Q1	$61K	Buy	19,025 +6,000	+46%	+$33.6K	﹤0.01%	894
2019 Q4	$102K	Buy	+13,025	New	+$81.6K	﹤0.01%	953
2018 Q4	–	Sell	-25	Closed	–	–	2559
2018 Q3	$0	Buy	+25	New	+$375	﹤0.01%	3054
2018 Q2	–	Sell	-145	Closed	-$2K	–	2637
2018 Q1	$2K	Hold	145	–	–	﹤0.01%	2911
2017 Q4	$2K	Buy	+145	New	+$2.21K	﹤0.01%	2643

Other funds holding MTUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return