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Heritage Wealth Advisors’s MGIC Investment MTG Stock Holding History

Heritage Wealth Advisors’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
2021
Q1 		– Sell
-1,000
Closed -$13K – 587
2020
Q4 		$13K Buy
+1,000
New +$11.3K ﹤0.01% 441
2020
Q2 		– Sell
-5,850
Closed -$37.1K – 448
2020
Q1 		$37.1K Hold
5,850
– – 0.01% 269
2019
Q4 		$82.9K Hold
5,850
– – 0.01% 253
2019
Q3 		$73K Hold
5,850
– – 0.01% 239
2019
Q2 		$76.9K Hold
5,850
– – 0.01% 219
2019
Q1 		$77.2K Hold
5,850
– – 0.01% 196
2018
Q4 		$61K Hold
5,850
– – 0.01% 185
2018
Q3 		$77K Buy
+5,850
New +$72.5K 0.02% 170

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Heritage Wealth Advisors's MTG Position: Q1 2021 in Review

Heritage Wealth Advisors sold out of MGIC Investment (MTG) in Q1 2021, closing a stake of 1,000 shares — an estimated $13K sold.

Heritage Wealth Advisors first reported a position in MTG in Q3 2018 and held it in 8 quarters. The position peaked at $82.9K in Q4 2019. 318 funds tracked by Wall St. Rank hold MTG as of Q1 2021.

  • Heritage Wealth Advisors reported no remaining MGIC Investment position as of Q1 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,000 MGIC Investment shares in Q1 2021, an estimated $13K.
  • Heritage Wealth Advisors first reported a position in MGIC Investment in Q3 2018 and held it in 8 quarters.
  • Heritage Wealth Advisors's MGIC Investment position peaked at $82.9K in Q4 2019.
  • 318 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2021.

Based on Heritage Wealth Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.