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Wetzel Investment Advisors’s Mueller Water Products MWA Stock Holding History

Wetzel Investment Advisors’s Portfolio MWA Stock Details MWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-280
Closed -$4.5K – 617
2024
Q2 		$4.5K Hold
280
– – ﹤0.01% 601
2024
Q1 		$4.45K Buy
+280
New +$4.17K ﹤0.01% 698

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wetzel Investment Advisors's MWA Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Mueller Water Products (MWA) in Q3 2024, closing a stake of 280 shares — an estimated $4.5K sold.

Wetzel Investment Advisors first reported a position in MWA in Q1 2024 and held it in 2 quarters. The position peaked at $4.5K in Q2 2024. 329 funds tracked by Wall St. Rank hold MWA as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Mueller Water Products position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 280 Mueller Water Products shares in Q3 2024, an estimated $4.5K.
  • Wetzel Investment Advisors first reported a position in Mueller Water Products in Q1 2024 and held it in 2 quarters.
  • Wetzel Investment Advisors's Mueller Water Products position peaked at $4.5K in Q2 2024.
  • 329 funds tracked by Wall St. Rank held Mueller Water Products as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.