Glassman Wealth Services’s MGIC Investment MTG Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-125	Closed	-$2.41K	–	1201
2023 Q4	$2.41K	Hold	125	–	–	﹤0.01%	1296
2023 Q3	$2.09K	Hold	125	–	–	﹤0.01%	1317
2023 Q2	$1.97K	Buy	125 +108	+635%	+$1.6K	﹤0.01%	1251
2023 Q1	$228	Hold	17	–	–	﹤0.01%	1768
2022 Q4	$221	Buy	+17	New	+$224	﹤0.01%	1770
2021 Q4	–	Sell	-41	Closed	-$1K	–	1807
2021 Q3	$1K	Buy	+41	New	+$594	﹤0.01%	1402
2020 Q2	–	Sell	-30	Closed	–	–	1429
2020 Q1	$0	Sell	30 -9	-23%	-$109	﹤0.01%	1398
2019 Q4	$1K	Buy	39 +30	+333%	+$416	﹤0.01%	979
2019 Q3	$0	Hold	9	–	–	﹤0.01%	1255
2019 Q2	$0	Buy	+9	New	+$125	﹤0.01%	1258

Other funds holding MTG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Glassman Wealth Services's MTG Position: Q1 2024 in Review

Glassman Wealth Services sold out of MGIC Investment (MTG) in Q1 2024, closing a stake of 125 shares — an estimated $2.41K sold.

Glassman Wealth Services first reported a position in MTG in Q2 2019 and held it in 10 quarters. The position peaked at $2.41K in Q4 2023. 380 funds tracked by Wall St. Rank hold MTG as of Q1 2024.

Glassman Wealth Services reported no remaining MGIC Investment position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 125 MGIC Investment shares in Q1 2024, an estimated $2.41K.
Glassman Wealth Services first reported a position in MGIC Investment in Q2 2019 and held it in 10 quarters.
Glassman Wealth Services's MGIC Investment position peaked at $2.41K in Q4 2023.
380 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.