SWG
MFA

Summit Wealth Group’s MFA Financial MFA Stock Holding History

Summit Wealth Group’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
2023
Q4 		– Sell
-10,000
Closed -$96K – 44
2023
Q3 		$96K Buy
+10,000
New +$108K 0.09% 38
2023
Q2 		– Sell
-19,840
Closed -$2K – 187
2023
Q1 		$2K Buy
+19,840
New +$211K 0.05% 96

Other funds holding MFA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Summit Wealth Group's MFA Position: Q4 2023 in Review

Summit Wealth Group sold out of MFA Financial (MFA) in Q4 2023, closing a stake of 10,000 shares — an estimated $96K sold.

Summit Wealth Group first reported a position in MFA in Q1 2023 and held it in 2 quarters. The position peaked at $96K in Q3 2023. 176 funds tracked by Wall St. Rank hold MFA as of Q4 2023.

  • Summit Wealth Group reported no remaining MFA Financial position as of Q4 2023 after selling out during the quarter.
  • Summit Wealth Group sold 10,000 MFA Financial shares in Q4 2023, an estimated $96K.
  • Summit Wealth Group first reported a position in MFA Financial in Q1 2023 and held it in 2 quarters.
  • Summit Wealth Group's MFA Financial position peaked at $96K in Q3 2023.
  • 176 funds tracked by Wall St. Rank held MFA Financial as of Q4 2023.

Based on Summit Wealth Group's 13F filing for Q4 2023, filed 30 Jan 2024.