KFS
MFA

Kaizen Financial Strategies’s MFA Financial MFA Stock Holding History

Kaizen Financial Strategies’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
2023
Q1 		– Sell
-12,114
Closed -$135K – 111
2022
Q4 		$135K Sell
12,114
-2,416
-17% -$24.3K 0.13% 121
2022
Q3 		$113K Buy
14,530
+37
+0.3% +$413 0.11% 113
2022
Q2 		$156K Buy
14,493
+423
+3% +$5.7K 0.15% 118
2022
Q1 		$227K Sell
14,070
-1,706
-11% -$29.5K 0.18% 119
2021
Q4 		$288K Buy
15,776
+339
+2% +$6.17K 0.22% 109
2021
Q3 		$282K Buy
+15,437
New +$287K 0.23% 111
2021
Q1 		$161K Buy
9,896
+612
+7% +$9.74K 0.15% 132
2020
Q4 		$144K Buy
+9,284
New +$125K 0.16% 117

Other funds holding MFA

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kaizen Financial Strategies's MFA Position: Q1 2023 in Review

Kaizen Financial Strategies sold out of MFA Financial (MFA) in Q1 2023, closing a stake of 12,114 shares — an estimated $135K sold.

Kaizen Financial Strategies first reported a position in MFA in Q4 2020 and held it in 8 quarters. The position peaked at $288K in Q4 2021. 172 funds tracked by Wall St. Rank hold MFA as of Q1 2023.

  • Kaizen Financial Strategies reported no remaining MFA Financial position as of Q1 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 12,114 MFA Financial shares in Q1 2023, an estimated $135K.
  • Kaizen Financial Strategies first reported a position in MFA Financial in Q4 2020 and held it in 8 quarters.
  • Kaizen Financial Strategies's MFA Financial position peaked at $288K in Q4 2021.
  • 172 funds tracked by Wall St. Rank held MFA Financial as of Q1 2023.

Based on Kaizen Financial Strategies's 13F filing for Q1 2023, filed 11 May 2023.