Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FWM
Focused Wealth Management’s
MGIC Investment
MTG
Stock Holding History
Focused Wealth Management’s Portfolio
MTG Stock Details
MTG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-86
Closed
-$1K
–
1141
2022
Q3
$1K
Buy
86
+1
+1%
+$14
﹤0.01%
872
2022
Q2
$1K
Hold
85
–
–
﹤0.01%
849
2022
Q1
$1K
Buy
85
+1
+1%
+$15
﹤0.01%
905
2021
Q4
$1K
Hold
84
–
–
﹤0.01%
902
2021
Q3
$1K
Buy
+84
New
+$1.22K
﹤0.01%
911
2016
Q2
–
Sell
-50
Closed
–
–
705
2016
Q1
$0
Hold
50
–
–
﹤0.01%
700
2015
Q4
$0
Hold
50
–
–
﹤0.01%
705
2015
Q3
$0
Hold
50
–
–
﹤0.01%
704
2015
Q2
$1K
Hold
50
–
–
﹤0.01%
622
2015
Q1
$0
Hold
50
–
–
﹤0.01%
693
2014
Q4
$0
Hold
50
–
–
﹤0.01%
689
2014
Q3
$0
Hold
50
–
–
﹤0.01%
701
2014
Q2
$0
Hold
50
–
–
﹤0.01%
683
2014
Q1
$0
Hold
50
–
–
﹤0.01%
646
2013
Q4
$0
Hold
50
–
–
﹤0.01%
634
2013
Q3
$0
Buy
+50
New
+$355
﹤0.01%
592
Other funds holding MTG
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close