AWM
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Accurate Wealth Management’s MGIC Investment MTG Stock Holding History

Accurate Wealth Management’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-68
Closed -$877 – 971
2022
Q4 		$877 Buy
+68
New +$894 ﹤0.01% 1397

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Accurate Wealth Management sold out of MGIC Investment (MTG) in Q1 2023, closing a stake of 68 shares — an estimated $877 sold.

Accurate Wealth Management first reported a position in MTG in Q4 2022 and held it in 1 quarter. The position peaked at $877 in Q4 2022. 352 funds tracked by Wall St. Rank hold MTG as of Q1 2023.

  • Accurate Wealth Management reported no remaining MGIC Investment position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 68 MGIC Investment shares in Q1 2023, an estimated $877.
  • Accurate Wealth Management first reported a position in MGIC Investment in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's MGIC Investment position peaked at $877 in Q4 2022.
  • 352 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2023.

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