TFO Wealth Partners’s MGP Ingredients MGPI Stock Holding History

TFO Wealth Partners’s Portfolio MGPI Stock Details MGPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1	Closed	-$145	–	884
2022 Q4	$145	Buy	+1	New	+$112	﹤0.01%	695

Other funds holding MGPI

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

TFO Wealth Partners's MGPI Position: Q1 2023 in Review

TFO Wealth Partners sold out of MGP Ingredients (MGPI) in Q1 2023, closing a stake of 1 share — an estimated $145 sold.

TFO Wealth Partners first reported a position in MGPI in Q4 2022 and held it in 1 quarter. The position peaked at $145 in Q4 2022. 237 funds tracked by Wall St. Rank hold MGPI as of Q1 2023.

TFO Wealth Partners reported no remaining MGP Ingredients position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 1 MGP Ingredients share in Q1 2023, an estimated $145.
TFO Wealth Partners first reported a position in MGP Ingredients in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's MGP Ingredients position peaked at $145 in Q4 2022.
237 funds tracked by Wall St. Rank held MGP Ingredients as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.