BAM
MFA

Belpointe Asset Management’s MFA Financial MFA Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-764
Closed -$7.58K – 2215
2023
Q1 		$7.58K Buy
764
+144
+23% +$1.53K ﹤0.01% 2854
2022
Q4 		$6.11K Buy
+620
New +$6.23K ﹤0.01% 2847
2021
Q2 		– Sell
-8,065
Closed -$131K – 1165
2021
Q1 		$131K Buy
8,065
+688
+9% +$10.9K 0.01% 900
2020
Q4 		$115K Buy
+7,377
New +$99.5K 0.01% 902
2020
Q1 		– Sell
-3,777
Closed -$116K – 720
2019
Q4 		$116K Buy
3,777
+338
+10% +$10.3K 0.01% 726
2019
Q3 		$101K Buy
+3,439
New +$100K 0.02% 668

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Belpointe Asset Management's MFA Position: Q2 2023 in Review

Belpointe Asset Management sold out of MFA Financial (MFA) in Q2 2023, closing a stake of 764 shares — an estimated $7.58K sold.

Belpointe Asset Management first reported a position in MFA in Q3 2019 and held it in 6 quarters. The position peaked at $131K in Q1 2021. 173 funds tracked by Wall St. Rank hold MFA as of Q2 2023.

  • Belpointe Asset Management reported no remaining MFA Financial position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 764 MFA Financial shares in Q2 2023, an estimated $7.58K.
  • Belpointe Asset Management first reported a position in MFA Financial in Q3 2019 and held it in 6 quarters.
  • Belpointe Asset Management's MFA Financial position peaked at $131K in Q1 2021.
  • 173 funds tracked by Wall St. Rank held MFA Financial as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.