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Steward Partners Investment Advisory’s MBIA MBI Stock Holding History

Steward Partners Investment Advisory’s Portfolio MBI Stock Details MBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$3.06K – 3630
2023
Q4 		$3.06K Hold
500
– – ﹤0.01% 3126
2023
Q3 		$3.6K Hold
500
– – ﹤0.01% 2926
2023
Q2 		$4.32K Hold
500
– – ﹤0.01% 2832
2023
Q1 		$4.63K Buy
+500
New +$5.97K ﹤0.01% 2809

Other funds holding MBI

KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's MBI Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of MBIA (MBI) in Q1 2024, closing a stake of 500 shares — an estimated $3.06K sold.

Steward Partners Investment Advisory first reported a position in MBI in Q1 2023 and held it in 4 quarters. The position peaked at $4.63K in Q1 2023. 132 funds tracked by Wall St. Rank hold MBI as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining MBIA position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 500 MBIA shares in Q1 2024, an estimated $3.06K.
  • Steward Partners Investment Advisory first reported a position in MBIA in Q1 2023 and held it in 4 quarters.
  • Steward Partners Investment Advisory's MBIA position peaked at $4.63K in Q1 2023.
  • 132 funds tracked by Wall St. Rank held MBIA as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.