FWM
MDWT

Frontier Wealth Management’s Midwest Holding Inc. Common Stock MDWT Stock Holding History

Frontier Wealth Management’s Portfolio MDWT Stock Details MDWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$193K Sell
16,066
-825
-5% -$9.93K 0.01% 369
2022
Q1 		$231K Sell
16,891
-500
-3% -$10.3K ﹤0.01% 350
2021
Q4 		$305K Buy
17,391
+500
+3% +$13.8K 0.02% 325
2021
Q3 		$657K Sell
16,891
-400
-2% -$15.5K 0.05% 237
2021
Q2 		$678K Buy
17,291
+10,625
+159% +$468K 0.05% 222
2021
Q1 		$333K Buy
+6,666
New +$351K 0.03% 292

Other funds holding MDWT

DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Frontier Wealth Management's MDWT Position: Q2 2022 in Review

Frontier Wealth Management reduced its Midwest Holding Inc. Common Stock (MDWT) stake by 4.9% in Q2 2022, selling an estimated $9.93K and leaving 16,066 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #369.

Frontier Wealth Management first reported a position in MDWT in Q1 2021 and has held it in 6 quarters since. The position peaked at $678K in Q2 2021. 17 funds tracked by Wall St. Rank hold MDWT as of Q2 2022.

  • Frontier Wealth Management held 16,066 shares of Midwest Holding Inc. Common Stock worth $193K as of Q2 2022.
  • Frontier Wealth Management sold 825 Midwest Holding Inc. Common Stock shares in Q2 2022, an estimated $9.93K.
  • Midwest Holding Inc. Common Stock made up 0.01% of Frontier Wealth Management's portfolio in Q2 2022, its #369 holding.
  • Frontier Wealth Management first reported a position in Midwest Holding Inc. Common Stock in Q1 2021 and has held it in 6 quarters since.
  • Frontier Wealth Management's Midwest Holding Inc. Common Stock position peaked at $678K in Q2 2021.
  • 17 funds tracked by Wall St. Rank held Midwest Holding Inc. Common Stock as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.