BRWA
MFA

B. Riley Wealth Advisors’s MFA Financial MFA Stock Holding History

B. Riley Wealth Advisors’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
2023
Q1 		– Sell
-10,294
Closed -$105K – 1584
2022
Q4 		$105K Buy
+10,294
New +$103K ﹤0.01% 1355
2020
Q1 		– Sell
-2,566
Closed -$79K – 854
2019
Q4 		$79K Buy
+2,566
New +$78.3K 0.01% 801

Other funds holding MFA

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

B. Riley Wealth Advisors's MFA Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of MFA Financial (MFA) in Q1 2023, closing a stake of 10,294 shares — an estimated $105K sold.

B. Riley Wealth Advisors first reported a position in MFA in Q4 2019 and held it in 2 quarters. The position peaked at $105K in Q4 2022. 172 funds tracked by Wall St. Rank hold MFA as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining MFA Financial position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,294 MFA Financial shares in Q1 2023, an estimated $105K.
  • B. Riley Wealth Advisors first reported a position in MFA Financial in Q4 2019 and held it in 2 quarters.
  • B. Riley Wealth Advisors's MFA Financial position peaked at $105K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held MFA Financial as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.