AWM
MFIC icon

Avior Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Avior Wealth Management’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
2020
Q2 		– Sell
-850
Closed -$5K – 962
2020
Q1 		$5K Buy
+850
New +$12.7K ﹤0.01% 632

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Avior Wealth Management's MFIC Position: Q2 2020 in Review

Avior Wealth Management sold out of MidCap Financial Investment (MFIC) in Q2 2020, closing a stake of 850 shares — an estimated $5K sold.

Avior Wealth Management first reported a position in MFIC in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 136 funds tracked by Wall St. Rank hold MFIC as of Q2 2020.

  • Avior Wealth Management reported no remaining MidCap Financial Investment position as of Q2 2020 after selling out during the quarter.
  • Avior Wealth Management sold 850 MidCap Financial Investment shares in Q2 2020, an estimated $5K.
  • Avior Wealth Management first reported a position in MidCap Financial Investment in Q1 2020 and held it in 1 quarter.
  • Avior Wealth Management's MidCap Financial Investment position peaked at $5K in Q1 2020.
  • 136 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2020.

Based on Avior Wealth Management's 13F filing for Q2 2020, filed 2 Jul 2020.