BIA
MFA

Bell Investment Advisors’s MFA Financial MFA Stock Holding History

Bell Investment 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
-76
Closed -$749 – 1959
2022
Q4 		$749 Sell
76
-91
-54% -$915 ﹤0.01% 1661
2022
Q3 		$1K Sell
167
-90
-35% -$1K ﹤0.01% 1477
2022
Q2 		$3K Buy
+257
New +$3.46K ﹤0.01% 973
2021
Q4 		$3K Sell
163
-296
-64% -$5.39K ﹤0.01% 998
2021
Q3 		$8K Buy
+459
New +$8.53K ﹤0.01% 524

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

Bell Investment Advisors's MFA Position: Q1 2023 in Review

Bell Investment Advisors sold out of MFA Financial (MFA) in Q1 2023, closing a stake of 76 shares — an estimated $749 sold.

Bell Investment Advisors first reported a position in MFA in Q3 2021 and held it in 5 quarters. The position peaked at $8K in Q3 2021. 172 funds tracked by Wall St. Rank hold MFA as of Q1 2023.

  • Bell Investment Advisors reported no remaining MFA Financial position as of Q1 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 76 MFA Financial shares in Q1 2023, an estimated $749.
  • Bell Investment Advisors first reported a position in MFA Financial in Q3 2021 and held it in 5 quarters.
  • Bell Investment Advisors's MFA Financial position peaked at $8K in Q3 2021.
  • 172 funds tracked by Wall St. Rank held MFA Financial as of Q1 2023.

Based on Bell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.