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Baker Tilly Wealth Management’s MGIC Investment MTG Stock Holding History

Baker Tilly Wealth Management’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
2022
Q4 		– Sell
-16,566
Closed -$212K – 556
2022
Q3 		$212K Buy
16,566
+66
+0.4% +$924 0.03% 469
2022
Q2 		$208K Hold
16,500
– – 0.03% 465
2022
Q1 		$224K Hold
16,500
– – 0.02% 480
2021
Q4 		$238K Hold
16,500
– – 0.03% 469
2021
Q3 		$247K Hold
16,500
– – 0.03% 443
2021
Q2 		$224K Hold
16,500
– – 0.04% 459
2021
Q1 		$229K Buy
+16,500
New +$210K 0.05% 424

Other funds holding MTG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baker Tilly Wealth Management's MTG Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of MGIC Investment (MTG) in Q4 2022, closing a stake of 16,566 shares — an estimated $212K sold.

Baker Tilly Wealth Management first reported a position in MTG in Q1 2021 and held it in 7 quarters. The position peaked at $247K in Q3 2021. 363 funds tracked by Wall St. Rank hold MTG as of Q4 2022.

  • Baker Tilly Wealth Management reported no remaining MGIC Investment position as of Q4 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 16,566 MGIC Investment shares in Q4 2022, an estimated $212K.
  • Baker Tilly Wealth Management first reported a position in MGIC Investment in Q1 2021 and held it in 7 quarters.
  • Baker Tilly Wealth Management's MGIC Investment position peaked at $247K in Q3 2021.
  • 363 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.