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Wipfli Financial Advisors’s Minerals Technologies MTX Stock Holding History

Wipfli Financial 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
2022
Q3 		$25K Buy
+515
New +$31.3K ﹤0.01% 1472

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wipfli Financial Advisors's MTX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Minerals Technologies (MTX) in Q3 2022: 515 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1472 among its holdings.

218 funds tracked by Wall St. Rank hold MTX as of Q3 2022.

  • Wipfli Financial Advisors held 515 shares of Minerals Technologies worth $25K as of Q3 2022.
  • Minerals Technologies was a new Wipfli Financial Advisors position in Q3 2022.
  • Minerals Technologies made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1472 holding.
  • 218 funds tracked by Wall St. Rank held Minerals Technologies as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.