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TCI Wealth Advisors’s Mueller Water Products MWA Stock Holding History

TCI Wealth Advisors’s Portfolio MWA Stock Details MWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10
Closed -$140 – 1466
2023
Q1 		$140 Buy
10
+1
+11% +$13 ﹤0.01% 2376
2022
Q4 		$97 Sell
9
-2,636
-100% -$29.4K ﹤0.01% 2402
2022
Q3 		$27K Buy
+2,645
New +$30.8K ﹤0.01% 546
2022
Q1 		– Sell
-416
Closed -$6K – 2372
2021
Q4 		$6K Hold
416
– – ﹤0.01% 1553
2021
Q3 		$6K Buy
+416
New +$6.41K ﹤0.01% 1482

Other funds holding MWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Mueller Water Products (MWA) in Q2 2023, closing a stake of 10 shares — an estimated $140 sold.

TCI Wealth Advisors first reported a position in MWA in Q3 2021 and held it in 5 quarters. The position peaked at $27K in Q3 2022. 221 funds tracked by Wall St. Rank hold MWA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Mueller Water Products position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 10 Mueller Water Products shares in Q2 2023, an estimated $140.
  • TCI Wealth Advisors first reported a position in Mueller Water Products in Q3 2021 and held it in 5 quarters.
  • TCI Wealth Advisors's Mueller Water Products position peaked at $27K in Q3 2022.
  • 221 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2023.

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