AWM
MGY icon

Accurate Wealth Management’s Magnolia Oil & Gas MGY Stock Holding History

Accurate Wealth Management’s Portfolio MGY Stock Details MGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-189
Closed -$4.25K – 943
2022
Q4 		$4.25K Buy
+189
New +$4.61K ﹤0.01% 1060

Other funds holding MGY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
E
EnerVest Houston, Texas $50.1M AUM 2.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Accurate Wealth Management's MGY Position: Q1 2023 in Review

Accurate Wealth Management sold out of Magnolia Oil & Gas (MGY) in Q1 2023, closing a stake of 189 shares — an estimated $4.25K sold.

Accurate Wealth Management first reported a position in MGY in Q4 2022 and held it in 1 quarter. The position peaked at $4.25K in Q4 2022. 275 funds tracked by Wall St. Rank hold MGY as of Q1 2023.

  • Accurate Wealth Management reported no remaining Magnolia Oil & Gas position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 189 Magnolia Oil & Gas shares in Q1 2023, an estimated $4.25K.
  • Accurate Wealth Management first reported a position in Magnolia Oil & Gas in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Magnolia Oil & Gas position peaked at $4.25K in Q4 2022.
  • 275 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.