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Patriot Financial Group Insurance Agency’s MGIC Investment MTG Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4
Closed – – 1364
2022
Q2 		$0 Hold
4
– – ﹤0.01% 2122
2022
Q1 		$0 Hold
4
– – ﹤0.01% 2175
2021
Q4 		$0 Hold
4
– – ﹤0.01% 2218
2021
Q3 		$0 Sell
4
-9
-69% -$130 ﹤0.01% 2207
2021
Q2 		$0 Buy
13
+7
+117% +$101 ﹤0.01% 2135
2021
Q1 		$0 Sell
6
-17
-74% -$217 ﹤0.01% 2045
2020
Q4 		$0 Buy
+23
New +$260 ﹤0.01% 1941
2020
Q3 		– Sell
-19
Closed – – 1780
2020
Q2 		$0 Buy
19
+12
+171% +$90 ﹤0.01% 1774
2020
Q1 		$0 Sell
7
-16
-70% -$193 ﹤0.01% 1671
2019
Q4 		$0 Buy
+23
New +$319 ﹤0.01% 1400

Other funds holding MTG

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MTG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of MGIC Investment (MTG) in Q3 2022, closing a stake of 4 shares.

Patriot Financial Group Insurance Agency first reported a position in MTG in Q4 2019 and held it in 10 quarters. The position peaked at $0 in Q2 2022. 351 funds tracked by Wall St. Rank hold MTG as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining MGIC Investment position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4 MGIC Investment shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in MGIC Investment in Q4 2019 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's MGIC Investment position peaked at $0 in Q2 2022.
  • 351 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.