MWM
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MinichMacGregor Wealth Management’s Mitek Systems MITK Stock Holding History

MinichMacGregor Wealth Management’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
2023
Q1 		– Sell
-143
Closed -$1.39K – 415
2022
Q4 		$1.39K Buy
+143
New +$1.51K ﹤0.01% 603

Other funds holding MITK

BGC
Blue Grotto Capital Atlanta, Georgia $868M AUM 56.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Toronado Partners San Francisco, California $53M AUM 13.38% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

MinichMacGregor Wealth Management's MITK Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Mitek Systems (MITK) in Q1 2023, closing a stake of 143 shares — an estimated $1.39K sold.

MinichMacGregor Wealth Management first reported a position in MITK in Q4 2022 and held it in 1 quarter. The position peaked at $1.39K in Q4 2022. 158 funds tracked by Wall St. Rank hold MITK as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Mitek Systems position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 143 Mitek Systems shares in Q1 2023, an estimated $1.39K.
  • MinichMacGregor Wealth Management first reported a position in Mitek Systems in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Mitek Systems position peaked at $1.39K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held Mitek Systems as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.