WAM
MZTI

Wealthspire Advisors (Maryland)’s The Marzetti Company MZTI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-6
Closed -$1K – 1293
2019
Q1 		$1K Buy
+6
New +$965 ﹤0.01% 2351
2018
Q1 		– Sell
-40
Closed -$5K – 2578
2017
Q4 		$5K Hold
40
– – ﹤0.01% 1835
2017
Q3 		$5K Buy
+40
New +$4.83K ﹤0.01% 1792

Other funds holding MZTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MZTI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of The Marzetti Company (MZTI) in Q2 2019, closing a stake of 6 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in MZTI in Q3 2017 and held it in 3 quarters. The position peaked at $5K in Q4 2017. 233 funds tracked by Wall St. Rank hold MZTI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining The Marzetti Company position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6 The Marzetti Company shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in The Marzetti Company in Q3 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s The Marzetti Company position peaked at $5K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.