SWM
MFA

Selective Wealth Management’s MFA Financial MFA Stock Holding History

Selective Wealth Management’s Portfolio MFA Stock Details MFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,072
Closed -$111K – 104
2023
Q4 		$111K Hold
10,072
– – 0.06% 87
2023
Q3 		$86.2K Sell
10,072
-50
-0.5% -$541 0.05% 88
2023
Q2 		$111K Buy
+10,122
New +$108K 0.06% 118
2022
Q4 		$131K Sell
11,459
-3,200
-22% -$32.2K 0.07% 124
2022
Q3 		$114K Sell
14,659
-2,857
-16% -$31.9K 0.05% 188
2022
Q2 		$188K Buy
17,516
+12,403
+243% +$167K 0.07% 149
2022
Q1 		$82K Buy
+5,113
New +$88.4K 0.03% 231

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Selective Wealth Management's MFA Position: Q1 2024 in Review

Selective Wealth Management sold out of MFA Financial (MFA) in Q1 2024, closing a stake of 10,072 shares — an estimated $111K sold.

Selective Wealth Management first reported a position in MFA in Q1 2022 and held it in 7 quarters. The position peaked at $188K in Q2 2022. 175 funds tracked by Wall St. Rank hold MFA as of Q1 2024.

  • Selective Wealth Management reported no remaining MFA Financial position as of Q1 2024 after selling out during the quarter.
  • Selective Wealth Management sold 10,072 MFA Financial shares in Q1 2024, an estimated $111K.
  • Selective Wealth Management first reported a position in MFA Financial in Q1 2022 and held it in 7 quarters.
  • Selective Wealth Management's MFA Financial position peaked at $188K in Q2 2022.
  • 175 funds tracked by Wall St. Rank held MFA Financial as of Q1 2024.

Based on Selective Wealth Management's 13F filing for Q1 2024, filed 11 Apr 2024.