MWA
MVBF icon

MFA Wealth Advisors’s MVB Financial MVBF Stock Holding History

MFA Wealth Advisors’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-21,428
Closed -$534K – 54
2019
Q4 		$534K Sell
21,428
-26,503
-55% -$561K 0.39% 30
2019
Q3 		$951K Buy
+47,931
New +$863K 0.77% 22

Other funds holding MVBF

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

MFA Wealth Advisors's MVBF Position: Q1 2020 in Review

MFA Wealth Advisors sold out of MVB Financial (MVBF) in Q1 2020, closing a stake of 21,428 shares — an estimated $534K sold.

MFA Wealth Advisors first reported a position in MVBF in Q3 2019 and held it in 2 quarters. The position peaked at $951K in Q3 2019. 55 funds tracked by Wall St. Rank hold MVBF as of Q1 2020.

  • MFA Wealth Advisors reported no remaining MVB Financial position as of Q1 2020 after selling out during the quarter.
  • MFA Wealth Advisors sold 21,428 MVB Financial shares in Q1 2020, an estimated $534K.
  • MFA Wealth Advisors first reported a position in MVB Financial in Q3 2019 and held it in 2 quarters.
  • MFA Wealth Advisors's MVB Financial position peaked at $951K in Q3 2019.
  • 55 funds tracked by Wall St. Rank held MVB Financial as of Q1 2020.

Based on MFA Wealth Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.