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WealthPLAN Partners’s Mueller Industries MLI Stock Holding History

WealthPLAN 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
2023
Q2 		– Sell
-464
Closed -$8.52K – 1344
2023
Q1 		$8.52K Buy
+464
New +$8.1K ﹤0.01% 901

Other funds holding MLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

WealthPLAN Partners's MLI Position: Q2 2023 in Review

WealthPLAN Partners sold out of Mueller Industries (MLI) in Q2 2023, closing a stake of 464 shares — an estimated $8.52K sold.

WealthPLAN Partners first reported a position in MLI in Q1 2023 and held it in 1 quarter. The position peaked at $8.52K in Q1 2023. 369 funds tracked by Wall St. Rank hold MLI as of Q2 2023.

  • WealthPLAN Partners reported no remaining Mueller Industries position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 464 Mueller Industries shares in Q2 2023, an estimated $8.52K.
  • WealthPLAN Partners first reported a position in Mueller Industries in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Mueller Industries position peaked at $8.52K in Q1 2023.
  • 369 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.