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Financial Gravity Asset Management’s MGIC Investment MTG Stock Holding History

Financial Gravity Asset Management’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
Q2 		– Sell
-3
Closed -$71 – 1666
2024
Q1 		$71 Hold
3
– – ﹤0.01% 1004
2023
Q4 		$41 Buy
+3
New +$53 ﹤0.01% 1159
2018
Q3 		$1K Sell
109
-28
-20% -$347 ﹤0.01% 1193
2018
Q2 		$2K Sell
137
-53
-28% -$577 ﹤0.01% 1011
2018
Q1 		$2K Buy
+190
New +$2.69K ﹤0.01% 975

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's MTG Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of MGIC Investment (MTG) in Q2 2024, closing a stake of 3 shares — an estimated $71 sold.

Financial Gravity Asset Management first reported a position in MTG in Q1 2018 and held it in 5 quarters. The position peaked at $2K in Q2 2018. 390 funds tracked by Wall St. Rank hold MTG as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining MGIC Investment position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 3 MGIC Investment shares in Q2 2024, an estimated $71.
  • Financial Gravity Asset Management first reported a position in MGIC Investment in Q1 2018 and held it in 5 quarters.
  • Financial Gravity Asset Management's MGIC Investment position peaked at $2K in Q2 2018.
  • 390 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.