Center for Financial Planning’s Mitek Systems MITK Stock Holding History

Center for Financial Planning’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	-1,000	Closed	-$14.1K	–	613
2024 Q1	$14.1K	Hold	1,000	–	–	﹤0.01%	361
2023 Q4	$13K	Hold	1,000	–	–	﹤0.01%	339
2023 Q3	$10.7K	Hold	1,000	–	–	﹤0.01%	351
2023 Q2	$10.8K	Hold	1,000	–	–	﹤0.01%	374
2023 Q1	$9.59K	Hold	1,000	–	–	﹤0.01%	362
2022 Q4	$9.69K	Hold	1,000	–	–	﹤0.01%	362
2022 Q3	$9K	Hold	1,000	–	–	﹤0.01%	367
2022 Q2	$9K	Hold	1,000	–	–	﹤0.01%	369
2022 Q1	$15K	Hold	1,000	–	–	﹤0.01%	338
2021 Q4	$18K	Hold	1,000	–	–	﹤0.01%	317
2021 Q3	$19K	Hold	1,000	–	–	﹤0.01%	308
2021 Q2	$19K	Hold	1,000	–	–	﹤0.01%	309
2021 Q1	$15K	Hold	1,000	–	–	﹤0.01%	337
2020 Q4	$18K	Buy	+1,000	New	+$13.8K	0.01%	297

Other funds holding MITK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BGC

Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Toronado Partners San Francisco, California $53M AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Center for Financial Planning's MITK Position: Q2 2024 in Review

Center for Financial Planning sold out of Mitek Systems (MITK) in Q2 2024, closing a stake of 1,000 shares — an estimated $14.1K sold.

Center for Financial Planning first reported a position in MITK in Q4 2020 and held it in 14 quarters. The position peaked at $19K in Q3 2021. 154 funds tracked by Wall St. Rank hold MITK as of Q2 2024.

Center for Financial Planning reported no remaining Mitek Systems position as of Q2 2024 after selling out during the quarter.
Center for Financial Planning sold 1,000 Mitek Systems shares in Q2 2024, an estimated $14.1K.
Center for Financial Planning first reported a position in Mitek Systems in Q4 2020 and held it in 14 quarters.
Center for Financial Planning's Mitek Systems position peaked at $19K in Q3 2021.
154 funds tracked by Wall St. Rank held Mitek Systems as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.