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Sutton Wealth Advisors’s MGIC Investment MTG Stock Holding History

Sutton Wealth Advisors’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30
Closed -$390 – 1272
2022
Q4 		$390 Buy
30
+1
+3% +$13 ﹤0.01% 1534
2022
Q3 		$372 Sell
29
-5
-15% -$70 ﹤0.01% 1502
2022
Q2 		$428 Hold
34
– – ﹤0.01% 1491
2022
Q1 		$461 Hold
34
– – ﹤0.01% 1497
2021
Q4 		$490 Buy
+34
New +$515 ﹤0.01% 1531

Other funds holding MTG

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sutton Wealth Advisors's MTG Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of MGIC Investment (MTG) in Q1 2023, closing a stake of 30 shares — an estimated $390 sold.

Sutton Wealth Advisors first reported a position in MTG in Q4 2021 and held it in 5 quarters. The position peaked at $490 in Q4 2021. 352 funds tracked by Wall St. Rank hold MTG as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining MGIC Investment position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 30 MGIC Investment shares in Q1 2023, an estimated $390.
  • Sutton Wealth Advisors first reported a position in MGIC Investment in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's MGIC Investment position peaked at $490 in Q4 2021.
  • 352 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.