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WealthPLAN Partners’s Mannatech MTEX Stock Holding History

WealthPLAN Partners’s Portfolio MTEX Stock Details MTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-50
Closed -$623 – 826
2023
Q2 		$623 Hold
50
– – ﹤0.01% 1165
2023
Q1 		$838 Buy
+50
New +$851 ﹤0.01% 1217
2016
Q3 		$887 Hold
50
– – ﹤0.01% 901
2016
Q2 		$1.01K Buy
+50
New +$1.04K ﹤0.01% 2330
2015
Q4 		$943 Buy
+50
New +$1.06K ﹤0.01% 1551
2015
Q2 		– Sell
-50
Closed -$1K – 484
2015
Q1 		$1K Buy
+50
New +$1.07K ﹤0.01% 516

Other funds holding MTEX

MSCM
McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthPLAN Partners's MTEX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Mannatech (MTEX) in Q3 2023, closing a stake of 50 shares — an estimated $623 sold.

WealthPLAN Partners first reported a position in MTEX in Q1 2015 and held it in 6 quarters. The position peaked at $1.01K in Q2 2016. 21 funds tracked by Wall St. Rank hold MTEX as of Q3 2023.

  • WealthPLAN Partners reported no remaining Mannatech position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 50 Mannatech shares in Q3 2023, an estimated $623.
  • WealthPLAN Partners first reported a position in Mannatech in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Mannatech position peaked at $1.01K in Q2 2016.
  • 21 funds tracked by Wall St. Rank held Mannatech as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.