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Wingate Wealth Advisors’s Minerals Technologies MTX Stock Holding History

Wingate Wealth Advisors’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-51
Closed -$3.89K – 298
2024
Q4 		$3.89K Buy
+51
New +$4.01K ﹤0.01% 399

Other funds holding MTX

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Wingate Wealth Advisors's MTX Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Minerals Technologies (MTX) in Q1 2025, closing a stake of 51 shares — an estimated $3.89K sold.

Wingate Wealth Advisors first reported a position in MTX in Q4 2024 and held it in 1 quarter. The position peaked at $3.89K in Q4 2024. 263 funds tracked by Wall St. Rank hold MTX as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Minerals Technologies position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 51 Minerals Technologies shares in Q1 2025, an estimated $3.89K.
  • Wingate Wealth Advisors first reported a position in Minerals Technologies in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Minerals Technologies position peaked at $3.89K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held Minerals Technologies as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.