FWM
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Focused Wealth Management’s MBIA MBI Stock Holding History

Focused Wealth Management’s Portfolio MBI Stock Details MBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-30
Closed – – 1138
2022
Q3 		$0 Hold
30
– – ﹤0.01% 1004
2022
Q2 		$0 Hold
30
– – ﹤0.01% 1010
2022
Q1 		$0 Hold
30
– – ﹤0.01% 1052
2021
Q4 		$0 Hold
30
– – ﹤0.01% 1053
2021
Q3 		$0 Hold
30
– – ﹤0.01% 1060
2021
Q2 		$0 Hold
30
– – ﹤0.01% 989
2021
Q1 		$0 Hold
30
– – ﹤0.01% 963
2020
Q4 		$0 Hold
30
– – ﹤0.01% 867
2020
Q3 		$0 Hold
30
– – ﹤0.01% 825
2020
Q2 		$0 Buy
+30
New +$218 ﹤0.01% 798

Other funds holding MBI

KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Focused Wealth Management's MBI Position: Q4 2022 in Review

Focused Wealth Management sold out of MBIA (MBI) in Q4 2022, closing a stake of 30 shares.

Focused Wealth Management first reported a position in MBI in Q2 2020 and held it in 10 quarters. The position peaked at $0 in Q3 2022. 140 funds tracked by Wall St. Rank hold MBI as of Q4 2022.

  • Focused Wealth Management reported no remaining MBIA position as of Q4 2022 after selling out during the quarter.
  • Focused Wealth Management sold 30 MBIA shares in Q4 2022.
  • Focused Wealth Management first reported a position in MBIA in Q2 2020 and held it in 10 quarters.
  • Focused Wealth Management's MBIA position peaked at $0 in Q3 2022.
  • 140 funds tracked by Wall St. Rank held MBIA as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.