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Peak Financial Advisors’s MidCap Financial Investment MFIC Stock Holding History

Peak Financial Advisors’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-15,180
Closed -$201K – 83
2022
Q1 		$201K Buy
15,180
+2,347
+18% +$31.2K 0.17% 76
2021
Q4 		$164K Buy
12,833
+2,521
+24% +$33.1K 0.13% 77
2021
Q3 		$134K Buy
10,312
+27
+0.3% +$368 0.12% 67
2021
Q2 		$140K Sell
10,285
-237
-2% -$3.4K 0.12% 70
2021
Q1 		$144K Buy
+10,522
New +$139K 0.12% 69

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Peak Financial Advisors's MFIC Position: Q2 2022 in Review

Peak Financial Advisors sold out of MidCap Financial Investment (MFIC) in Q2 2022, closing a stake of 15,180 shares — an estimated $201K sold.

Peak Financial Advisors first reported a position in MFIC in Q1 2021 and held it in 5 quarters. The position peaked at $201K in Q1 2022. 125 funds tracked by Wall St. Rank hold MFIC as of Q2 2022.

  • Peak Financial Advisors reported no remaining MidCap Financial Investment position as of Q2 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 15,180 MidCap Financial Investment shares in Q2 2022, an estimated $201K.
  • Peak Financial Advisors first reported a position in MidCap Financial Investment in Q1 2021 and held it in 5 quarters.
  • Peak Financial Advisors's MidCap Financial Investment position peaked at $201K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2022.

Based on Peak Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.