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Fortis Capital Advisors’s Medallion Financial MFIN Stock Holding History

Fortis Capital Advisors’s Portfolio MFIN Stock Details MFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21,361
Closed -$164K – 193
2024
Q2 		$164K Buy
21,361
+3
+0% +$24 0.06% 157
2024
Q1 		$169K Buy
+21,358
New +$192K 0.07% 157
2023
Q2 		– Sell
-41,014
Closed -$315K – 420
2023
Q1 		$315K Hold
41,014
– – 0.17% 79
2022
Q4 		$293K Buy
+41,014
New +$287K 0.17% 79

Other funds holding MFIN

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
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortis Capital Advisors's MFIN Position: Q3 2024 in Review

Fortis Capital Advisors sold out of Medallion Financial (MFIN) in Q3 2024, closing a stake of 21,361 shares — an estimated $164K sold.

Fortis Capital Advisors first reported a position in MFIN in Q4 2022 and held it in 4 quarters. The position peaked at $315K in Q1 2023. 82 funds tracked by Wall St. Rank hold MFIN as of Q3 2024.

  • Fortis Capital Advisors reported no remaining Medallion Financial position as of Q3 2024 after selling out during the quarter.
  • Fortis Capital Advisors sold 21,361 Medallion Financial shares in Q3 2024, an estimated $164K.
  • Fortis Capital Advisors first reported a position in Medallion Financial in Q4 2022 and held it in 4 quarters.
  • Fortis Capital Advisors's Medallion Financial position peaked at $315K in Q1 2023.
  • 82 funds tracked by Wall St. Rank held Medallion Financial as of Q3 2024.

Based on Fortis Capital Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.