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Opal Wealth Advisors’s MBIA MBI Stock Holding History

Opal Wealth Advisors’s Portfolio MBI Stock Details MBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-275
Closed -$1.51K – 774
2024
Q2 		$1.51K Buy
+275
New +$1.65K ﹤0.01% 1017

Other funds holding MBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 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
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Opal Wealth Advisors's MBI Position: Q3 2024 in Review

Opal Wealth Advisors sold out of MBIA (MBI) in Q3 2024, closing a stake of 275 shares — an estimated $1.51K sold.

Opal Wealth Advisors first reported a position in MBI in Q2 2024 and held it in 1 quarter. The position peaked at $1.51K in Q2 2024. 107 funds tracked by Wall St. Rank hold MBI as of Q3 2024.

  • Opal Wealth Advisors reported no remaining MBIA position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 275 MBIA shares in Q3 2024, an estimated $1.51K.
  • Opal Wealth Advisors first reported a position in MBIA in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's MBIA position peaked at $1.51K in Q2 2024.
  • 107 funds tracked by Wall St. Rank held MBIA as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.