GeoWealth Management’s MFA Financial MFA Stock Holding History

GeoWealth Management’s Portfolio MFA Stock Details MFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9	Closed	-$114	–	1854
2024 Q3	$114	Buy	+9	New	+$106	﹤0.01%	1667

Other funds holding MFA

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's MFA Position: Q4 2024 in Review

GeoWealth Management sold out of MFA Financial (MFA) in Q4 2024, closing a stake of 9 shares — an estimated $114 sold.

GeoWealth Management first reported a position in MFA in Q3 2024 and held it in 1 quarter. The position peaked at $114 in Q3 2024. 189 funds tracked by Wall St. Rank hold MFA as of Q4 2024.

GeoWealth Management reported no remaining MFA Financial position as of Q4 2024 after selling out during the quarter.
GeoWealth Management sold 9 MFA Financial shares in Q4 2024, an estimated $114.
GeoWealth Management first reported a position in MFA Financial in Q3 2024 and held it in 1 quarter.
GeoWealth Management's MFA Financial position peaked at $114 in Q3 2024.
189 funds tracked by Wall St. Rank held MFA Financial as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.