KWM
MFA

Kingsview Wealth Management’s MFA Financial MFA Stock Holding History

Kingsview Wealth Management’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
Q2 		– Sell
-10,060
Closed -$99.8K – 953
2023
Q1 		$99.8K Buy
+10,060
New +$107K ﹤0.01% 855

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kingsview Wealth Management's MFA Position: Q2 2023 in Review

Kingsview Wealth Management sold out of MFA Financial (MFA) in Q2 2023, closing a stake of 10,060 shares — an estimated $99.8K sold.

Kingsview Wealth Management first reported a position in MFA in Q1 2023 and held it in 1 quarter. The position peaked at $99.8K in Q1 2023. 173 funds tracked by Wall St. Rank hold MFA as of Q2 2023.

  • Kingsview Wealth Management reported no remaining MFA Financial position as of Q2 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,060 MFA Financial shares in Q2 2023, an estimated $99.8K.
  • Kingsview Wealth Management first reported a position in MFA Financial in Q1 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's MFA Financial position peaked at $99.8K in Q1 2023.
  • 173 funds tracked by Wall St. Rank held MFA Financial as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.