IWA
MFA

Intercontinental Wealth Advisors’s MFA Financial MFA Stock Holding History

Intercontinental Wealth Advisors’s Portfolio MFA Stock Details MFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-43,423
Closed -$794K – 290
2021
Q3 		$794K Buy
43,423
+13,575
+45% +$252K 0.19% 108
2021
Q2 		$548K Buy
29,848
+16,000
+116% +$283K 0.11% 168
2021
Q1 		$225K Buy
13,848
+4,473
+48% +$71.2K 0.05% 252
2020
Q4 		$146K Hold
9,375
– – 0.04% 247
2020
Q3 		$100K Hold
9,375
– – 0.03% 199
2020
Q2 		$93K Buy
+9,375
New +$72.5K 0.03% 177

Other funds holding MFA

SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Intercontinental Wealth Advisors's MFA Position: Q4 2021 in Review

Intercontinental Wealth Advisors sold out of MFA Financial (MFA) in Q4 2021, closing a stake of 43,423 shares — an estimated $794K sold.

Intercontinental Wealth Advisors first reported a position in MFA in Q2 2020 and held it in 6 quarters. The position peaked at $794K in Q3 2021. 217 funds tracked by Wall St. Rank hold MFA as of Q4 2021.

  • Intercontinental Wealth Advisors reported no remaining MFA Financial position as of Q4 2021 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 43,423 MFA Financial shares in Q4 2021, an estimated $794K.
  • Intercontinental Wealth Advisors first reported a position in MFA Financial in Q2 2020 and held it in 6 quarters.
  • Intercontinental Wealth Advisors's MFA Financial position peaked at $794K in Q3 2021.
  • 217 funds tracked by Wall St. Rank held MFA Financial as of Q4 2021.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.