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Belpointe Asset Management’s MGIC Investment MTG Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-2,540
Closed -$34.1K – 2295
2023
Q1 		$34.1K Buy
2,540
+20
+0.8% +$269 ﹤0.01% 1960
2022
Q4 		$32.8K Buy
+2,520
New +$33.1K ﹤0.01% 1853

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Belpointe Asset Management sold out of MGIC Investment (MTG) in Q2 2023, closing a stake of 2,540 shares — an estimated $34.1K sold.

Belpointe Asset Management first reported a position in MTG in Q4 2022 and held it in 2 quarters. The position peaked at $34.1K in Q1 2023. 358 funds tracked by Wall St. Rank hold MTG as of Q2 2023.

  • Belpointe Asset Management reported no remaining MGIC Investment position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,540 MGIC Investment shares in Q2 2023, an estimated $34.1K.
  • Belpointe Asset Management first reported a position in MGIC Investment in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's MGIC Investment position peaked at $34.1K in Q1 2023.
  • 358 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2023.

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