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Redwood Wealth Management Group’s MidCap Financial Investment MFIC Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-193
Closed -$2.92K – 715
2024
Q2 		$2.92K Buy
+193
New +$2.96K ﹤0.01% 837

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Redwood Wealth Management Group's MFIC Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of MidCap Financial Investment (MFIC) in Q3 2024, closing a stake of 193 shares — an estimated $2.92K sold.

Redwood Wealth Management Group first reported a position in MFIC in Q2 2024 and held it in 1 quarter. The position peaked at $2.92K in Q2 2024. 176 funds tracked by Wall St. Rank hold MFIC as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining MidCap Financial Investment position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 193 MidCap Financial Investment shares in Q3 2024, an estimated $2.92K.
  • Redwood Wealth Management Group first reported a position in MidCap Financial Investment in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's MidCap Financial Investment position peaked at $2.92K in Q2 2024.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.