PFG Private Wealth Management’s MBIA MBI Stock Holding History

PFG Private Wealth Management’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
2023 Q1	–	Sell	-45	Closed	-$1K	–	349
2022 Q4	$1K	Buy	+45	New	+$514	﹤0.01%	322

Other funds holding MBI

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PFG Private Wealth Management's MBI Position: Q1 2023 in Review

PFG Private Wealth Management sold out of MBIA (MBI) in Q1 2023, closing a stake of 45 shares — an estimated $1K sold.

PFG Private Wealth Management first reported a position in MBI in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 136 funds tracked by Wall St. Rank hold MBI as of Q1 2023.

PFG Private Wealth Management reported no remaining MBIA position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 45 MBIA shares in Q1 2023, an estimated $1K.
PFG Private Wealth Management first reported a position in MBIA in Q4 2022 and held it in 1 quarter.
PFG Private Wealth Management's MBIA position peaked at $1K in Q4 2022.
136 funds tracked by Wall St. Rank held MBIA as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.