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Strategic Financial Concepts’s MidCap Financial Investment MFIC Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-54,004
Closed -$3.77K – 518
2024
Q2 		$3.77K Buy
+54,004
New +$827K ﹤0.01% 506

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Financial Concepts's MFIC Position: Q3 2024 in Review

Strategic Financial Concepts sold out of MidCap Financial Investment (MFIC) in Q3 2024, closing a stake of 54,004 shares — an estimated $3.77K sold.

Strategic Financial Concepts first reported a position in MFIC in Q2 2024 and held it in 1 quarter. The position peaked at $3.77K in Q2 2024. 176 funds tracked by Wall St. Rank hold MFIC as of Q3 2024.

  • Strategic Financial Concepts reported no remaining MidCap Financial Investment position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 54,004 MidCap Financial Investment shares in Q3 2024, an estimated $3.77K.
  • Strategic Financial Concepts first reported a position in MidCap Financial Investment in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's MidCap Financial Investment position peaked at $3.77K in Q2 2024.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.