TCI Wealth Advisors’s Minerals Technologies MTX Stock Holding History

TCI 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 Q2	–	Sell	-45	Closed	-$2.72K	–	1458
2023 Q1	$2.72K	Hold	45	–	–	﹤0.01%	1891
2022 Q4	$2.73K	Sell	45 -113	-72%	-$6.4K	﹤0.01%	1895
2022 Q3	$8K	Buy	158 +2	+1%	+$122	﹤0.01%	1167
2022 Q2	$10K	Hold	156	–	–	﹤0.01%	1021
2022 Q1	$11K	Hold	156	–	–	﹤0.01%	1049
2021 Q4	$11K	Hold	156	–	–	﹤0.01%	1106
2021 Q3	$11K	Hold	156	–	–	﹤0.01%	1043
2021 Q2	$12K	Hold	156	–	–	﹤0.01%	858
2021 Q1	$12K	Buy	156 +114	+271%	+$8.06K	0.01%	755
2020 Q4	$3K	Hold	42	–	–	﹤0.01%	1109
2020 Q3	$2K	Hold	42	–	–	﹤0.01%	1138
2020 Q2	$2K	Sell	42 -8	-16%	-$350	﹤0.01%	1084
2020 Q1	$2K	Sell	50 -72	-59%	-$3.49K	﹤0.01%	1048
2019 Q4	$7K	Hold	122	–	–	﹤0.01%	779
2019 Q3	$6K	Hold	122	–	–	﹤0.01%	764
2019 Q2	$7K	Hold	122	–	–	﹤0.01%	699
2019 Q1	$7K	Hold	122	–	–	﹤0.01%	707
2018 Q4	$6K	Hold	122	–	–	﹤0.01%	734
2018 Q3	$8K	Hold	122	–	–	﹤0.01%	688
2018 Q2	$9K	Hold	122	–	–	﹤0.01%	654
2018 Q1	$8K	Hold	122	–	–	﹤0.01%	660
2017 Q4	$8K	Hold	122	–	–	﹤0.01%	681
2017 Q3	$9K	Hold	122	–	–	﹤0.01%	623
2017 Q2	$9K	Hold	122	–	–	﹤0.01%	618
2017 Q1	$9K	Hold	122	–	–	﹤0.01%	598
2016 Q4	$9K	Hold	122	–	–	﹤0.01%	647
2016 Q3	$9K	Hold	122	–	–	﹤0.01%	605
2016 Q2	$7K	Hold	122	–	–	﹤0.01%	651
2016 Q1	$7K	Sell	122 -112	-48%	-$5.23K	﹤0.01%	654
2015 Q4	$11K	Buy	+234	New	+$13.1K	0.01%	561

Other funds holding MTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TCI Wealth Advisors's MTX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Minerals Technologies (MTX) in Q2 2023, closing a stake of 45 shares — an estimated $2.72K sold.

TCI Wealth Advisors first reported a position in MTX in Q4 2015 and held it in 30 quarters. The position peaked at $12K in Q2 2021. 206 funds tracked by Wall St. Rank hold MTX as of Q2 2023.

TCI Wealth Advisors reported no remaining Minerals Technologies position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 45 Minerals Technologies shares in Q2 2023, an estimated $2.72K.
TCI Wealth Advisors first reported a position in Minerals Technologies in Q4 2015 and held it in 30 quarters.
TCI Wealth Advisors's Minerals Technologies position peaked at $12K in Q2 2021.
206 funds tracked by Wall St. Rank held Minerals Technologies as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.