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IHT Wealth Management’s Medallion Financial MFIN Stock Holding History

IHT Wealth Management’s Portfolio MFIN Stock Details MFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-28,915
Closed -$285K – 1048
2023
Q4 		$285K Buy
28,915
+3,781
+15% +$31.4K 0.01% 782
2023
Q3 		$176K Buy
+25,134
New +$208K 0.01% 892

Other funds holding MFIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IHT Wealth Management's MFIN Position: Q1 2024 in Review

IHT Wealth Management sold out of Medallion Financial (MFIN) in Q1 2024, closing a stake of 28,915 shares — an estimated $285K sold.

IHT Wealth Management first reported a position in MFIN in Q3 2023 and held it in 2 quarters. The position peaked at $285K in Q4 2023. 84 funds tracked by Wall St. Rank hold MFIN as of Q1 2024.

  • IHT Wealth Management reported no remaining Medallion Financial position as of Q1 2024 after selling out during the quarter.
  • IHT Wealth Management sold 28,915 Medallion Financial shares in Q1 2024, an estimated $285K.
  • IHT Wealth Management first reported a position in Medallion Financial in Q3 2023 and held it in 2 quarters.
  • IHT Wealth Management's Medallion Financial position peaked at $285K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held Medallion Financial as of Q1 2024.

Based on IHT Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.