San Luis Wealth Advisors’s MGIC Investment MTG Stock Holding History

San Luis Wealth Advisors’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
2023 Q3	–	Sell	-50,636	Closed	-$800K	–	123
2023 Q2	$800K	Sell	50,636 -9,857	-16%	-$146K	0.28%	86
2023 Q1	$812K	Buy	+60,493	New	+$815K	0.31%	91

Other funds holding MTG

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

San Luis Wealth Advisors's MTG Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of MGIC Investment (MTG) in Q3 2023, closing a stake of 50,636 shares — an estimated $800K sold.

San Luis Wealth Advisors first reported a position in MTG in Q1 2023 and held it in 2 quarters. The position peaked at $812K in Q1 2023. 371 funds tracked by Wall St. Rank hold MTG as of Q3 2023.

San Luis Wealth Advisors reported no remaining MGIC Investment position as of Q3 2023 after selling out during the quarter.
San Luis Wealth Advisors sold 50,636 MGIC Investment shares in Q3 2023, an estimated $800K.
San Luis Wealth Advisors first reported a position in MGIC Investment in Q1 2023 and held it in 2 quarters.
San Luis Wealth Advisors's MGIC Investment position peaked at $812K in Q1 2023.
371 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.