Baldwin Wealth Partners’s MidCap Financial Investment MFIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,333
| Closed | -$112K | – | 707 |
|
|
2024
Q3 | $112K | Hold |
8,333
| – | – | 0.01% | 403 |
|
|
2024
Q2 | $126K | Hold |
8,333
| – | – | 0.01% | 238 |
|
|
2024
Q1 | $125K | Hold |
8,333
| – | – | 0.01% | 249 |
|
|
2023
Q4 | $114K | Hold |
8,333
| – | – | 0.01% | 262 |
|
|
2023
Q3 | $115K | Hold |
8,333
| – | – | 0.01% | 285 |
|
|
2023
Q2 | $105K | Hold |
8,333
| – | – | 0.01% | 313 |
|
|
2023
Q1 | $95K | Hold |
8,333
| – | – | 0.01% | 328 |
|
|
2022
Q4 | $95K | Hold |
8,333
| – | – | 0.01% | 322 |
|
|
2022
Q3 | $85K | Hold |
8,333
| – | – | 0.01% | 259 |
|
|
2022
Q2 | $90K | Hold |
8,333
| – | – | 0.01% | 264 |
|
|
2022
Q1 | $110K | Hold |
8,333
| – | – | 0.01% | 264 |
|
|
2021
Q4 | $107K | Hold |
8,333
| – | – | 0.01% | 255 |
|
|
2021
Q3 | $108K | Hold |
8,333
| – | – | 0.01% | 250 |
|
|
2021
Q2 | $114K | Hold |
8,333
| – | – | 0.01% | 254 |
|
|
2021
Q1 | $114K | Hold |
8,333
| – | – | 0.01% | 242 |
|
|
2020
Q4 | $89K | Buy |
8,333
+1,500
| +22% | +$14.6K | 0.01% | 257 |
|
|
2020
Q3 | $57K | Hold |
6,833
| – | – | 0.01% | 281 |
|
|
2020
Q2 | $65K | Buy |
6,833
+1,500
| +28% | +$13.5K | 0.01% | 264 |
|
|
2020
Q1 | $36K | Hold |
5,333
| – | – | 0.01% | 316 |
|
|
2019
Q4 | $93K | Hold |
5,333
| – | – | 0.01% | 246 |
|
|
2019
Q3 | $86K | Hold |
5,333
| – | – | 0.01% | 247 |
|
|
2019
Q2 | $84K | Hold |
5,333
| – | – | 0.01% | 259 |
|
|
2019
Q1 | $81K | Hold |
5,333
| – | – | 0.01% | 258 |
|
|
2018
Q4 | $66K | Hold |
5,333
| – | – | 0.01% | 265 |
|
|
2018
Q3 | $87K | Hold |
5,333
| – | – | 0.01% | 263 |
|
|
2018
Q2 | $89K | Hold |
5,333
| – | – | 0.01% | 265 |
|
|
2018
Q1 | $84K | Hold |
5,333
| – | – | 0.01% | 251 |
|
|
2017
Q4 | $91K | Hold |
5,333
| – | – | 0.01% | 252 |
|
|
2017
Q3 | $98K | Hold |
5,333
| – | – | 0.02% | 239 |
|
|
2017
Q2 | $102K | Hold |
5,333
| – | – | 0.02% | 237 |
|
|
2017
Q1 | $105K | Hold |
5,333
| – | – | 0.02% | 229 |
|
|
2016
Q4 | $94K | Hold |
5,333
| – | – | 0.02% | 234 |
|
|
2016
Q3 | $93K | Hold |
5,333
| – | – | 0.02% | 240 |
|
|
2016
Q2 | $89K | Hold |
5,333
| – | – | 0.02% | 219 |
|
|
2016
Q1 | $89K | Buy |
5,333
+1,666
| +45% | +$25.7K | 0.02% | 250 |
|
|
2015
Q4 | $57K | Hold |
3,667
| – | – | 0.01% | 233 |
|
|
2015
Q3 | $60K | Hold |
3,667
| – | – | 0.01% | 238 |
|
|
2015
Q2 | $78K | Buy |
+3,667
| New | +$84.9K | 0.01% | 241 |
|
Other funds holding MFIC
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Baldwin Wealth Partners's MFIC Position: Q4 2024 in Review
Baldwin Wealth Partners sold out of MidCap Financial Investment (MFIC) in Q4 2024, closing a stake of 8,333 shares — an estimated $112K sold.
Baldwin Wealth Partners first reported a position in MFIC in Q2 2015 and held it in 38 quarters. The position peaked at $126K in Q2 2024. 173 funds tracked by Wall St. Rank hold MFIC as of Q4 2024.
- Baldwin Wealth Partners reported no remaining MidCap Financial Investment position as of Q4 2024 after selling out during the quarter.
- Baldwin Wealth Partners sold 8,333 MidCap Financial Investment shares in Q4 2024, an estimated $112K.
- Baldwin Wealth Partners first reported a position in MidCap Financial Investment in Q2 2015 and held it in 38 quarters.
- Baldwin Wealth Partners's MidCap Financial Investment position peaked at $126K in Q2 2024.
- 173 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2024.
Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.