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TFO Wealth Partners’s Mueller Industries MLI Stock Holding History

TFO Wealth Partners’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$216 – 486
2024
Q1 		$216 Hold
8
– – ﹤0.01% 471
2023
Q4 		$189 Hold
8
– – ﹤0.01% 660
2023
Q3 		$175 Hold
8
– – ﹤0.01% 869
2023
Q2 		$175 Hold
8
– – ﹤0.01% 546
2023
Q1 		$147 Buy
8
+4
+100% +$70 ﹤0.01% 556
2022
Q4 		$258 Buy
+4
New +$64 ﹤0.01% 589

Other funds holding MLI

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

TFO Wealth Partners's MLI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Mueller Industries (MLI) in Q2 2024, closing a stake of 8 shares — an estimated $216 sold.

TFO Wealth Partners first reported a position in MLI in Q4 2022 and held it in 6 quarters. The position peaked at $258 in Q4 2022. 429 funds tracked by Wall St. Rank hold MLI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Mueller Industries position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 8 Mueller Industries shares in Q2 2024, an estimated $216.
  • TFO Wealth Partners first reported a position in Mueller Industries in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Mueller Industries position peaked at $258 in Q4 2022.
  • 429 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.