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Avantax Planning Partners’s MGIC Investment MTG Stock Holding History

Avantax Planning Partners’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
2026
Q1 		– Sell
-9,138
Closed -$267K – 454
2025
Q4 		$267K Buy
9,138
+1,969
+27% +$55.3K 0.01% 369
2025
Q3 		$203K Sell
7,169
-94
-1% -$2.56K 0.01% 420
2025
Q2 		$202K Buy
+7,263
New +$187K 0.01% 429
2024
Q1 		– Sell
-11,462
Closed -$221K – 471
2023
Q4 		$221K Sell
11,462
-81
-0.7% -$1.43K 0.01% 344
2023
Q3 		$193K Buy
11,543
+734
+7% +$12.5K 0.01% 347
2023
Q2 		$171K Buy
+10,809
New +$160K 0.01% 358
2018
Q4 		– Sell
-50
Closed -$1K – 858
2018
Q3 		$1K Buy
+50
New +$620 ﹤0.01% 1420
2018
Q2 		– Sell
-575
Closed -$5K – 1002
2018
Q1 		$5K Buy
+575
New +$8.14K ﹤0.01% 1332

Other funds holding MTG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return