RGF
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Retirement Guys Formula’s MidCap Financial Investment MFIC Stock Holding History

Retirement Guys Formula’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
Q4 		– Sell
-17,730
Closed -$181K – 127
2022
Q3 		$181K Sell
17,730
-6,084
-26% -$74.1K 0.19% 116
2022
Q2 		$256K Sell
23,814
-892
-4% -$10.9K 0.26% 114
2022
Q1 		$327K Sell
24,706
-4,563
-16% -$60.6K 0.22% 81
2021
Q4 		$375K Buy
+29,269
New +$384K 0.3% 67

Other funds holding MFIC

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Retirement Guys Formula's MFIC Position: Q4 2022 in Review

Retirement Guys Formula sold out of MidCap Financial Investment (MFIC) in Q4 2022, closing a stake of 17,730 shares — an estimated $181K sold.

Retirement Guys Formula first reported a position in MFIC in Q4 2021 and held it in 4 quarters. The position peaked at $375K in Q4 2021. 134 funds tracked by Wall St. Rank hold MFIC as of Q4 2022.

  • Retirement Guys Formula reported no remaining MidCap Financial Investment position as of Q4 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 17,730 MidCap Financial Investment shares in Q4 2022, an estimated $181K.
  • Retirement Guys Formula first reported a position in MidCap Financial Investment in Q4 2021 and held it in 4 quarters.
  • Retirement Guys Formula's MidCap Financial Investment position peaked at $375K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q4 2022.

Based on Retirement Guys Formula's 13F filing for Q4 2022, filed 14 Feb 2023.