LM Advisors’s MFA Financial MFA Stock Holding History

LM 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
2024 Q1	–	Sell	-1,325	Closed	-$14.9K	–	524
2023 Q4	$14.9K	Buy	+1,325	New	+$13.4K	﹤0.01%	482

Other funds holding MFA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LM Advisors's MFA Position: Q1 2024 in Review

LM Advisors sold out of MFA Financial (MFA) in Q1 2024, closing a stake of 1,325 shares — an estimated $14.9K sold.

LM Advisors first reported a position in MFA in Q4 2023 and held it in 1 quarter. The position peaked at $14.9K in Q4 2023. 175 funds tracked by Wall St. Rank hold MFA as of Q1 2024.

LM Advisors reported no remaining MFA Financial position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 1,325 MFA Financial shares in Q1 2024, an estimated $14.9K.
LM Advisors first reported a position in MFA Financial in Q4 2023 and held it in 1 quarter.
LM Advisors's MFA Financial position peaked at $14.9K in Q4 2023.
175 funds tracked by Wall St. Rank held MFA Financial as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.