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Belpointe Asset Management’s MidCap Financial Investment MFIC Stock Holding History

Belpointe Asset Management’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,279
Closed -$94.4K – 2218
2023
Q1 		$94.4K Buy
8,279
+5,531
+201% +$66.3K 0.01% 1342
2022
Q4 		$31.3K Buy
+2,748
New +$31.7K ﹤0.01% 1877

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Belpointe Asset Management sold out of MidCap Financial Investment (MFIC) in Q2 2023, closing a stake of 8,279 shares — an estimated $94.4K sold.

Belpointe Asset Management first reported a position in MFIC in Q4 2022 and held it in 2 quarters. The position peaked at $94.4K in Q1 2023. 117 funds tracked by Wall St. Rank hold MFIC as of Q2 2023.

  • Belpointe Asset Management reported no remaining MidCap Financial Investment position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 8,279 MidCap Financial Investment shares in Q2 2023, an estimated $94.4K.
  • Belpointe Asset Management first reported a position in MidCap Financial Investment in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's MidCap Financial Investment position peaked at $94.4K in Q1 2023.
  • 117 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2023.

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