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Bogart Wealth LLC’s Mitek Systems MITK Stock Holding History

Bogart Wealth LLC’s Portfolio MITK Stock Details MITK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-65
Closed -$917 – 1155
2024
Q1 		$917 Buy
+65
New +$796 ﹤0.01% 975

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Legal & General Group
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IAA
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Dimensional Fund Advisors
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State Street
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TP
Toronado Partners San Francisco, California $53M AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bogart Wealth LLC's MITK Position: Q2 2024 in Review

Bogart Wealth LLC sold out of Mitek Systems (MITK) in Q2 2024, closing a stake of 65 shares — an estimated $917 sold.

Bogart Wealth LLC first reported a position in MITK in Q1 2024 and held it in 1 quarter. The position peaked at $917 in Q1 2024. 154 funds tracked by Wall St. Rank hold MITK as of Q2 2024.

  • Bogart Wealth LLC reported no remaining Mitek Systems position as of Q2 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 65 Mitek Systems shares in Q2 2024, an estimated $917.
  • Bogart Wealth LLC first reported a position in Mitek Systems in Q1 2024 and held it in 1 quarter.
  • Bogart Wealth LLC's Mitek Systems position peaked at $917 in Q1 2024.
  • 154 funds tracked by Wall St. Rank held Mitek Systems as of Q2 2024.

Based on Bogart Wealth LLC's 13F filing for Q2 2024, filed 31 Jul 2024.