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TFO Wealth Partners’s Mueller Water Products MWA Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$16 – 511
2024
Q1 		$16 Sell
1
-1
-50% -$15 ﹤0.01% 776
2023
Q4 		$28 Hold
2
– – ﹤0.01% 901
2023
Q3 		$32 Buy
2
+1
+100% +$14 ﹤0.01% 1071
2023
Q2 		$16 Hold
1
– – ﹤0.01% 820
2023
Q1 		$14 Sell
1
-90
-99% -$1.17K ﹤0.01% 806
2022
Q4 		$5.37K Buy
+91
New +$1.01K ﹤0.01% 160

Other funds holding MWA

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TFO Wealth Partners sold out of Mueller Water Products (MWA) in Q2 2024, closing a stake of 1 share — an estimated $16 sold.

TFO Wealth Partners first reported a position in MWA in Q4 2022 and held it in 6 quarters. The position peaked at $5.37K in Q4 2022. 300 funds tracked by Wall St. Rank hold MWA as of Q2 2024.

  • TFO Wealth Partners reported no remaining Mueller Water Products position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Mueller Water Products share in Q2 2024, an estimated $16.
  • TFO Wealth Partners first reported a position in Mueller Water Products in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Mueller Water Products position peaked at $5.37K in Q4 2022.
  • 300 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2024.

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