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Plante Moran Financial Advisors’s Medallion Financial MFIN Stock Holding History

Plante Moran Financial Advisors’s Portfolio MFIN Stock Details MFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-200
Closed -$1K – 1026
2021
Q1 		$1K Buy
+200
New +$1.3K ﹤0.01% 962

Other funds holding MFIN

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TCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Plante Moran Financial Advisors's MFIN Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Medallion Financial (MFIN) in Q2 2021, closing a stake of 200 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in MFIN in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 48 funds tracked by Wall St. Rank hold MFIN as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Medallion Financial position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 200 Medallion Financial shares in Q2 2021, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Medallion Financial in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Medallion Financial position peaked at $1K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.