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Spire Wealth Management’s MidCap Financial Investment MFIC Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-133
Closed -$2K – 2733
2021
Q4 		$2K Buy
+133
New +$1.75K ﹤0.01% 2785
2021
Q2 		– Sell
-133
Closed -$2K – 2815
2021
Q1 		$2K Buy
+133
New +$1.76K ﹤0.01% 2861

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
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Spire Wealth Management's MFIC Position: Q1 2022 in Review

Spire Wealth Management sold out of MidCap Financial Investment (MFIC) in Q1 2022, closing a stake of 133 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in MFIC in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 129 funds tracked by Wall St. Rank hold MFIC as of Q1 2022.

  • Spire Wealth Management reported no remaining MidCap Financial Investment position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 133 MidCap Financial Investment shares in Q1 2022, an estimated $2K.
  • Spire Wealth Management first reported a position in MidCap Financial Investment in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's MidCap Financial Investment position peaked at $2K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.