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Fortitude Advisory Group’s MidCap Financial Investment MFIC Stock Holding History

Fortitude Advisory Group’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,152
Closed -$15.3K – 1565
2021
Q4 		$15K Buy
+1,152
New +$15.1K 0.01% 922

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fortitude Advisory Group's MFIC Position: Q1 2022 in Review

Fortitude Advisory Group sold out of MidCap Financial Investment (MFIC) in Q1 2022, closing a stake of 1,152 shares — an estimated $15.3K sold.

Fortitude Advisory Group first reported a position in MFIC in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 129 funds tracked by Wall St. Rank hold MFIC as of Q1 2022.

  • Fortitude Advisory Group reported no remaining MidCap Financial Investment position as of Q1 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,152 MidCap Financial Investment shares in Q1 2022, an estimated $15.3K.
  • Fortitude Advisory Group first reported a position in MidCap Financial Investment in Q4 2021 and held it in 1 quarter.
  • Fortitude Advisory Group's MidCap Financial Investment position peaked at $15K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2022.

Based on Fortitude Advisory Group's 13F filing for Q1 2022, filed 25 May 2022.