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Impact Partnership Wealth’s MidCap Financial Investment MFIC Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-1,066
Closed -$14.7K – 998
2023
Q3 		$14.7K Buy
+1,066
New +$14.3K ﹤0.01% 523

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Impact Partnership Wealth's MFIC Position: Q4 2023 in Review

Impact Partnership Wealth sold out of MidCap Financial Investment (MFIC) in Q4 2023, closing a stake of 1,066 shares — an estimated $14.7K sold.

Impact Partnership Wealth first reported a position in MFIC in Q3 2023 and held it in 1 quarter. The position peaked at $14.7K in Q3 2023. 124 funds tracked by Wall St. Rank hold MFIC as of Q4 2023.

  • Impact Partnership Wealth reported no remaining MidCap Financial Investment position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,066 MidCap Financial Investment shares in Q4 2023, an estimated $14.7K.
  • Impact Partnership Wealth first reported a position in MidCap Financial Investment in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's MidCap Financial Investment position peaked at $14.7K in Q3 2023.
  • 124 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.