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GoalVest Advisory’s MBIA MBI Stock Holding History

GoalVest Advisory’s Portfolio MBI Stock Details MBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,000
Closed -$77K – 449
2022
Q1 		$77K Buy
+5,000
New +$73.6K 0.04% 140

Other funds holding MBI

KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GoalVest Advisory's MBI Position: Q2 2022 in Review

GoalVest Advisory sold out of MBIA (MBI) in Q2 2022, closing a stake of 5,000 shares — an estimated $77K sold.

GoalVest Advisory first reported a position in MBI in Q1 2022 and held it in 1 quarter. The position peaked at $77K in Q1 2022. 128 funds tracked by Wall St. Rank hold MBI as of Q2 2022.

  • GoalVest Advisory reported no remaining MBIA position as of Q2 2022 after selling out during the quarter.
  • GoalVest Advisory sold 5,000 MBIA shares in Q2 2022, an estimated $77K.
  • GoalVest Advisory first reported a position in MBIA in Q1 2022 and held it in 1 quarter.
  • GoalVest Advisory's MBIA position peaked at $77K in Q1 2022.
  • 128 funds tracked by Wall St. Rank held MBIA as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.