American Portfolios Advisors’s MidCap Financial Investment MFIC Stock Holding History

American Portfolios Advisors’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$26.6K	Buy	2,607 +27	+1%	+$329	﹤0.01%	2039
2022 Q2	$27.8K	Buy	2,580 +22	+0.9%	+$269	﹤0.01%	2064
2022 Q1	$33.8K	Buy	2,558 +22	+0.9%	+$292	﹤0.01%	2083
2021 Q4	$32.4K	Sell	2,536 -729	-22%	-$9.57K	﹤0.01%	2091
2021 Q3	$42.3K	Buy	3,265 +19	+0.6%	+$259	﹤0.01%	1867
2021 Q2	$44.3K	Buy	3,246 +19	+0.6%	+$272	﹤0.01%	1787
2021 Q1	$44.3K	Buy	3,227 +24	+0.7%	+$317	﹤0.01%	1656
2020 Q4	$34K	Buy	3,203 +27	+0.9%	+$262	﹤0.01%	1565
2020 Q3	$26.3K	Buy	3,176 +2,531	+392%	+$23.4K	﹤0.01%	1577
2020 Q2	$6.17K	Buy	645 +45	+8%	+$406	﹤0.01%	2145
2020 Q1	$4.05K	Buy	+600	New	+$8.95K	﹤0.01%	2178

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

American Portfolios Advisors's MFIC Position: Q3 2022 in Review

American Portfolios Advisors increased its MidCap Financial Investment (MFIC) stake by 1% in Q3 2022, buying an estimated $329 and bringing the position to 2,607 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

American Portfolios Advisors first reported a position in MFIC in Q1 2020 and has held it in 11 quarters since. The position peaked at $44.3K in Q2 2021. 125 funds tracked by Wall St. Rank hold MFIC as of Q3 2022.

American Portfolios Advisors held 2,607 shares of MidCap Financial Investment worth $26.6K as of Q3 2022.
American Portfolios Advisors bought 27 MidCap Financial Investment shares in Q3 2022, an estimated $329.
MidCap Financial Investment made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2039 holding.
American Portfolios Advisors first reported a position in MidCap Financial Investment in Q1 2020 and has held it in 11 quarters since.
American Portfolios Advisors's MidCap Financial Investment position peaked at $44.3K in Q2 2021.
125 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.