EWM
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Evermay Wealth Management’s Mitek Systems MITK Stock Holding History

Evermay Wealth Management’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
2022
Q3 		– Sell
-1,150
Closed -$11K – 534
2022
Q2 		$11K Hold
1,150
– – ﹤0.01% 389
2022
Q1 		$17K Hold
1,150
– – ﹤0.01% 377
2021
Q4 		$20K Hold
1,150
– – ﹤0.01% 359
2021
Q3 		$21K Hold
1,150
– – ﹤0.01% 337
2021
Q2 		$22K Buy
+1,150
New +$19.3K ﹤0.01% 352

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TP
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Vanguard Group
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IAA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evermay Wealth Management's MITK Position: Q3 2022 in Review

Evermay Wealth Management sold out of Mitek Systems (MITK) in Q3 2022, closing a stake of 1,150 shares — an estimated $11K sold.

Evermay Wealth Management first reported a position in MITK in Q2 2021 and held it in 5 quarters. The position peaked at $22K in Q2 2021. 161 funds tracked by Wall St. Rank hold MITK as of Q3 2022.

  • Evermay Wealth Management reported no remaining Mitek Systems position as of Q3 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 1,150 Mitek Systems shares in Q3 2022, an estimated $11K.
  • Evermay Wealth Management first reported a position in Mitek Systems in Q2 2021 and held it in 5 quarters.
  • Evermay Wealth Management's Mitek Systems position peaked at $22K in Q2 2021.
  • 161 funds tracked by Wall St. Rank held Mitek Systems as of Q3 2022.

Based on Evermay Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.