JF
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Joule Financial’s Mitek Systems MITK Stock Holding History

Joule Financial’s Portfolio MITK Stock Details MITK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,467
Closed -$130K – 110
2022
Q4 		$130K Sell
13,467
-749
-5% -$7.89K 0.09% 96
2022
Q3 		$130K Buy
14,216
+956
+7% +$9.6K 0.1% 86
2022
Q2 		$123K Buy
+13,260
New +$141K 0.1% 76

Other funds holding MITK

BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Toronado Partners San Francisco, California $53M AUM 13.38% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Joule Financial's MITK Position: Q1 2023 in Review

Joule Financial sold out of Mitek Systems (MITK) in Q1 2023, closing a stake of 13,467 shares — an estimated $130K sold.

Joule Financial first reported a position in MITK in Q2 2022 and held it in 3 quarters. The position peaked at $130K in Q4 2022. 158 funds tracked by Wall St. Rank hold MITK as of Q1 2023.

  • Joule Financial reported no remaining Mitek Systems position as of Q1 2023 after selling out during the quarter.
  • Joule Financial sold 13,467 Mitek Systems shares in Q1 2023, an estimated $130K.
  • Joule Financial first reported a position in Mitek Systems in Q2 2022 and held it in 3 quarters.
  • Joule Financial's Mitek Systems position peaked at $130K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held Mitek Systems as of Q1 2023.

Based on Joule Financial's 13F filing for Q1 2023, filed 13 Apr 2023.