CPA
MFA

Capital Performance Advisors’s MFA Financial MFA Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-37
Closed -$471 – 1646
2024
Q3 		$471 Buy
+37
New +$436 ﹤0.01% 2281

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Performance Advisors's MFA Position: Q4 2024 in Review

Capital Performance Advisors sold out of MFA Financial (MFA) in Q4 2024, closing a stake of 37 shares — an estimated $471 sold.

Capital Performance Advisors first reported a position in MFA in Q3 2024 and held it in 1 quarter. The position peaked at $471 in Q3 2024. 189 funds tracked by Wall St. Rank hold MFA as of Q4 2024.

  • Capital Performance Advisors reported no remaining MFA Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 37 MFA Financial shares in Q4 2024, an estimated $471.
  • Capital Performance Advisors first reported a position in MFA Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's MFA Financial position peaked at $471 in Q3 2024.
  • 189 funds tracked by Wall St. Rank held MFA Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.