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Sutton Wealth Advisors’s Minerals Technologies MTX Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-312
Closed -$18.9K – 1275
2022
Q4 		$18.9K Buy
312
+310
+15,500% +$17.6K 0.01% 716
2022
Q3 		$99 Sell
2
-10
-83% -$608 ﹤0.01% 1601
2022
Q2 		$736 Hold
12
– – ﹤0.01% 1365
2022
Q1 		$794 Buy
+12
New +$830 ﹤0.01% 1394

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's MTX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Minerals Technologies (MTX) in Q1 2023, closing a stake of 312 shares — an estimated $18.9K sold.

Sutton Wealth Advisors first reported a position in MTX in Q1 2022 and held it in 4 quarters. The position peaked at $18.9K in Q4 2022. 204 funds tracked by Wall St. Rank hold MTX as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Minerals Technologies position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 312 Minerals Technologies shares in Q1 2023, an estimated $18.9K.
  • Sutton Wealth Advisors first reported a position in Minerals Technologies in Q1 2022 and held it in 4 quarters.
  • Sutton Wealth Advisors's Minerals Technologies position peaked at $18.9K in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Minerals Technologies as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.