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Mark Sheptoff Financial Planning’s Mitek Systems MITK Stock Holding History

Mark Sheptoff Financial Planning’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
2021
Q1 		– Sell
-900
Closed -$16K – 387
2020
Q4 		$16K Buy
+900
New +$12.4K 0.01% 236

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TP
Toronado Partners San Francisco, California $53M AUM 13.38% 1-Year Est. Return
BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's MITK Position: Q1 2021 in Review

Mark Sheptoff Financial Planning sold out of Mitek Systems (MITK) in Q1 2021, closing a stake of 900 shares — an estimated $16K sold.

Mark Sheptoff Financial Planning first reported a position in MITK in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 173 funds tracked by Wall St. Rank hold MITK as of Q1 2021.

  • Mark Sheptoff Financial Planning reported no remaining Mitek Systems position as of Q1 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 900 Mitek Systems shares in Q1 2021, an estimated $16K.
  • Mark Sheptoff Financial Planning first reported a position in Mitek Systems in Q4 2020 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Mitek Systems position peaked at $16K in Q4 2020.
  • 173 funds tracked by Wall St. Rank held Mitek Systems as of Q1 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2021, filed 11 May 2021.