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Wealthcare Advisory Partners’s Mohawk Industries MHK Stock Holding History

Wealthcare Advisory Partners’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,328
Closed -$289K – 618
2022
Q2 		$289K Buy
2,328
+13
+0.6% +$1.73K 0.02% 436
2022
Q1 		$288K Sell
2,315
-20
-0.9% -$3K 0.02% 428
2021
Q4 		$425K Hold
2,335
– – 0.03% 346
2021
Q3 		$414K Buy
2,335
+25
+1% +$4.84K 0.03% 351
2021
Q2 		$444K Buy
2,310
+40
+2% +$8.14K 0.03% 338
2021
Q1 		$437K Buy
+2,270
New +$378K 0.03% 318

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Wealthcare Advisory Partners's MHK Position: Q3 2022 in Review

Wealthcare Advisory Partners sold out of Mohawk Industries (MHK) in Q3 2022, closing a stake of 2,328 shares — an estimated $289K sold.

Wealthcare Advisory Partners first reported a position in MHK in Q1 2021 and held it in 6 quarters. The position peaked at $444K in Q2 2021. 430 funds tracked by Wall St. Rank hold MHK as of Q3 2022.

  • Wealthcare Advisory Partners reported no remaining Mohawk Industries position as of Q3 2022 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 2,328 Mohawk Industries shares in Q3 2022, an estimated $289K.
  • Wealthcare Advisory Partners first reported a position in Mohawk Industries in Q1 2021 and held it in 6 quarters.
  • Wealthcare Advisory Partners's Mohawk Industries position peaked at $444K in Q2 2021.
  • 430 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2022, filed 14 Nov 2022.