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Astoria Portfolio Advisors’s MidCap Financial Investment MFIC Stock Holding History

Astoria Portfolio 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
2024
Q4 		– Sell
-12,586
Closed -$169K – 226
2024
Q3 		$169K Buy
+12,586
New +$178K 0.06% 203

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Astoria Portfolio Advisors's MFIC Position: Q4 2024 in Review

Astoria Portfolio Advisors sold out of MidCap Financial Investment (MFIC) in Q4 2024, closing a stake of 12,586 shares — an estimated $169K sold.

Astoria Portfolio Advisors first reported a position in MFIC in Q3 2024 and held it in 1 quarter. The position peaked at $169K in Q3 2024. 173 funds tracked by Wall St. Rank hold MFIC as of Q4 2024.

  • Astoria Portfolio Advisors reported no remaining MidCap Financial Investment position as of Q4 2024 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 12,586 MidCap Financial Investment shares in Q4 2024, an estimated $169K.
  • Astoria Portfolio Advisors first reported a position in MidCap Financial Investment in Q3 2024 and held it in 1 quarter.
  • Astoria Portfolio Advisors's MidCap Financial Investment position peaked at $169K in Q3 2024.
  • 173 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2024.

Based on Astoria Portfolio Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.