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WealthShield Partners’s Mesa Laboratories MLAB Stock Holding History

WealthShield Partners’s Portfolio MLAB Stock Details MLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-150
Closed -$41K – 532
2021
Q2 		$41K Hold
150
– – 0.01% 517
2021
Q1 		$37K Buy
+150
New +$41.3K 0.01% 515

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RA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WealthShield Partners's MLAB Position: Q3 2021 in Review

WealthShield Partners sold out of Mesa Laboratories (MLAB) in Q3 2021, closing a stake of 150 shares — an estimated $41K sold.

WealthShield Partners first reported a position in MLAB in Q1 2021 and held it in 2 quarters. The position peaked at $41K in Q2 2021. 172 funds tracked by Wall St. Rank hold MLAB as of Q3 2021.

  • WealthShield Partners reported no remaining Mesa Laboratories position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 150 Mesa Laboratories shares in Q3 2021, an estimated $41K.
  • WealthShield Partners first reported a position in Mesa Laboratories in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Mesa Laboratories position peaked at $41K in Q2 2021.
  • 172 funds tracked by Wall St. Rank held Mesa Laboratories as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.