AWE
MFA

Avidian Wealth Enterprises’s MFA Financial MFA Stock Holding History

Avidian Wealth Enterprises’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
2022
Q2 		– Sell
-4,644
Closed -$75K – 483
2022
Q1 		$75K Buy
4,644
+7
+0.2% +$121 ﹤0.01% 475
2021
Q4 		$85K Buy
4,637
+1,494
+48% +$27.2K 0.01% 509
2021
Q3 		$57K Buy
+3,143
New +$58.4K ﹤0.01% 382

Other funds holding MFA

SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Avidian Wealth Enterprises's MFA Position: Q2 2022 in Review

Avidian Wealth Enterprises sold out of MFA Financial (MFA) in Q2 2022, closing a stake of 4,644 shares — an estimated $75K sold.

Avidian Wealth Enterprises first reported a position in MFA in Q3 2021 and held it in 3 quarters. The position peaked at $85K in Q4 2021. 168 funds tracked by Wall St. Rank hold MFA as of Q2 2022.

  • Avidian Wealth Enterprises reported no remaining MFA Financial position as of Q2 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 4,644 MFA Financial shares in Q2 2022, an estimated $75K.
  • Avidian Wealth Enterprises first reported a position in MFA Financial in Q3 2021 and held it in 3 quarters.
  • Avidian Wealth Enterprises's MFA Financial position peaked at $85K in Q4 2021.
  • 168 funds tracked by Wall St. Rank held MFA Financial as of Q2 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2022, filed 29 Jul 2022.