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Redwood Wealth Management Group’s MGIC Investment MTG Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-393
Closed -$8.47K – 742
2024
Q2 		$8.47K Buy
+393
New +$8.15K 0.01% 633

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of MGIC Investment (MTG) in Q3 2024, closing a stake of 393 shares — an estimated $8.47K sold.

Redwood Wealth Management Group first reported a position in MTG in Q2 2024 and held it in 1 quarter. The position peaked at $8.47K in Q2 2024. 409 funds tracked by Wall St. Rank hold MTG as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining MGIC Investment position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 393 MGIC Investment shares in Q3 2024, an estimated $8.47K.
  • Redwood Wealth Management Group first reported a position in MGIC Investment in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's MGIC Investment position peaked at $8.47K in Q2 2024.
  • 409 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2024.

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