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Cary Street Partners Investment Advisory’s MidCap Financial Investment MFIC Stock Holding History

Cary Street Partners Investment Advisory’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
Q3 		– Sell
-239
Closed -$3K – 1901
2023
Q2 		$3K Buy
+239
New +$2.79K ﹤0.01% 1524

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Legal & General Group
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NRCM
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AWA
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Cary Street Partners Investment Advisory's MFIC Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of MidCap Financial Investment (MFIC) in Q3 2023, closing a stake of 239 shares — an estimated $3K sold.

Cary Street Partners Investment Advisory first reported a position in MFIC in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 118 funds tracked by Wall St. Rank hold MFIC as of Q3 2023.

  • Cary Street Partners Investment Advisory reported no remaining MidCap Financial Investment position as of Q3 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 239 MidCap Financial Investment shares in Q3 2023, an estimated $3K.
  • Cary Street Partners Investment Advisory first reported a position in MidCap Financial Investment in Q2 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's MidCap Financial Investment position peaked at $3K in Q2 2023.
  • 118 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.