Focused Wealth Management’s MGIC Investment MTG Stock Holding History

Focused Wealth 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
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 $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Focused Wealth Management sold out of MGIC Investment (MTG) in Q4 2022, closing a stake of 86 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in MTG in Q3 2013 and held it in 16 quarters. The position peaked at $1K in Q3 2022. 363 funds tracked by Wall St. Rank hold MTG as of Q4 2022.

Focused Wealth Management reported no remaining MGIC Investment position as of Q4 2022 after selling out during the quarter.
Focused Wealth Management sold 86 MGIC Investment shares in Q4 2022, an estimated $1K.
Focused Wealth Management first reported a position in MGIC Investment in Q3 2013 and held it in 16 quarters.
Focused Wealth Management's MGIC Investment position peaked at $1K in Q3 2022.
363 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2022.

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