AJ Wealth Strategies’s MFA Financial MFA Stock Holding History

AJ Wealth Strategies’s Portfolio MFA Stock Details MFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.06M	Hold	94,414	–	–	0.05%	123
2023 Q1	$937K	Hold	94,414	–	–	0.05%	125
2022 Q4	$930K	Hold	94,414	–	–	0.05%	140
2022 Q3	$735K	Buy	94,414 +25,000	+36%	+$279K	0.04%	149
2022 Q2	$746K	Sell	69,414 -25,000	-26%	-$337K	0.04%	153
2022 Q1	$1.52M	Hold	94,414	–	–	0.08%	110
2021 Q4	$1.72M	Hold	94,414	–	–	0.08%	100
2021 Q3	$1.73M	Buy	94,414 +1,518	+2%	+$28.2K	0.09%	92
2021 Q2	$1.71M	Buy	92,896 +57,822	+165%	+$1.02M	0.1%	91
2021 Q1	$571K	Buy	+35,074	New	+$558K	0.04%	153

Other funds holding MFA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AJ Wealth Strategies's MFA Position: Q2 2023 in Review

AJ Wealth Strategies held its MFA Financial (MFA) position steady in Q2 2023 at 94,414 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #123.

AJ Wealth Strategies first reported a position in MFA in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.73M in Q3 2021. 173 funds tracked by Wall St. Rank hold MFA as of Q2 2023.

AJ Wealth Strategies held 94,414 shares of MFA Financial worth $1.06M as of Q2 2023.
AJ Wealth Strategies left its MFA Financial share count unchanged in Q2 2023.
MFA Financial made up 0.05% of AJ Wealth Strategies's portfolio in Q2 2023, its #123 holding.
AJ Wealth Strategies first reported a position in MFA Financial in Q1 2021 and has held it in 10 quarters since.
AJ Wealth Strategies's MFA Financial position peaked at $1.73M in Q3 2021.
173 funds tracked by Wall St. Rank held MFA Financial as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.