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Capital Performance Advisors’s MGIC Investment MTG Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-432
Closed -$11.1K – 1723
2024
Q3 		$11.1K Buy
+432
New +$10.4K ﹤0.01% 805

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Capital Performance Advisors sold out of MGIC Investment (MTG) in Q4 2024, closing a stake of 432 shares — an estimated $11.1K sold.

Capital Performance Advisors first reported a position in MTG in Q3 2024 and held it in 1 quarter. The position peaked at $11.1K in Q3 2024. 410 funds tracked by Wall St. Rank hold MTG as of Q4 2024.

  • Capital Performance Advisors reported no remaining MGIC Investment position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 432 MGIC Investment shares in Q4 2024, an estimated $11.1K.
  • Capital Performance Advisors first reported a position in MGIC Investment in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's MGIC Investment position peaked at $11.1K in Q3 2024.
  • 410 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2024.

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