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Liberty Wealth Management’s MGIC Investment MTG Stock Holding History

Liberty Wealth Management’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-19
Closed – – 1138
2021
Q1 		$0 Hold
19
– – ﹤0.01% 1006
2020
Q4 		$0 Buy
+19
New +$215 ﹤0.01% 1033

Other funds holding MTG

Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Liberty Wealth Management's MTG Position: Q2 2021 in Review

Liberty Wealth Management sold out of MGIC Investment (MTG) in Q2 2021, closing a stake of 19 shares.

Liberty Wealth Management first reported a position in MTG in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 308 funds tracked by Wall St. Rank hold MTG as of Q2 2021.

  • Liberty Wealth Management reported no remaining MGIC Investment position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 19 MGIC Investment shares in Q2 2021.
  • Liberty Wealth Management first reported a position in MGIC Investment in Q4 2020 and held it in 2 quarters.
  • Liberty Wealth Management's MGIC Investment position peaked at $0 in Q1 2021.
  • 308 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.