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IHT Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

IHT Wealth Management’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,270
Closed -$136K – 782
2022
Q1 		$136K Buy
+10,270
New +$136K 0.01% 734
2021
Q3 		– Sell
-93,304
Closed -$1.27M – 908
2021
Q2 		$1.27M Buy
93,304
+31,090
+50% +$446K 0.08% 268
2021
Q1 		$854K Sell
62,214
-1,535
-2% -$20.3K 0.06% 305
2020
Q4 		$677K Buy
63,749
+52,687
+476% +$511K 0.06% 322
2020
Q3 		$91K Sell
11,062
-2,641
-19% -$24.4K 0.01% 639
2020
Q2 		$131K Buy
13,703
+1,035
+8% +$9.34K 0.02% 546
2020
Q1 		$86K Sell
12,668
-5,385
-30% -$80.3K 0.01% 516
2019
Q4 		$315K Buy
18,053
+801
+5% +$13.2K 0.04% 435
2019
Q3 		$278K Sell
17,252
-706
-4% -$11.5K 0.04% 448
2019
Q2 		$284K Buy
17,958
+850
+5% +$13.4K 0.04% 410
2019
Q1 		$259K Buy
17,108
+4,522
+36% +$67.9K 0.04% 393
2018
Q4 		$156K Buy
+12,586
New +$192K 0.03% 440

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IHT Wealth Management's MFIC Position: Q2 2022 in Review

IHT Wealth Management sold out of MidCap Financial Investment (MFIC) in Q2 2022, closing a stake of 10,270 shares — an estimated $136K sold.

IHT Wealth Management first reported a position in MFIC in Q4 2018 and held it in 12 quarters. The position peaked at $1.27M in Q2 2021. 125 funds tracked by Wall St. Rank hold MFIC as of Q2 2022.

  • IHT Wealth Management reported no remaining MidCap Financial Investment position as of Q2 2022 after selling out during the quarter.
  • IHT Wealth Management sold 10,270 MidCap Financial Investment shares in Q2 2022, an estimated $136K.
  • IHT Wealth Management first reported a position in MidCap Financial Investment in Q4 2018 and held it in 12 quarters.
  • IHT Wealth Management's MidCap Financial Investment position peaked at $1.27M in Q2 2021.
  • 125 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2022.

Based on IHT Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.