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TCI Wealth Advisors’s MGIC Investment MTG Stock Holding History

TCI 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
Q2 		– Sell
-1,604
Closed -$21.5K – 1452
2023
Q1 		$21.5K Hold
1,604
– – ﹤0.01% 676
2022
Q4 		$20.9K Buy
1,604
+850
+113% +$11.2K ﹤0.01% 686
2022
Q3 		$10K Sell
754
-11
-1% -$154 ﹤0.01% 1025
2022
Q2 		$10K Sell
765
-689
-47% -$9.06K ﹤0.01% 1020
2022
Q1 		$20K Buy
1,454
+324
+29% +$4.86K ﹤0.01% 696
2021
Q4 		$16K Hold
1,130
– – ﹤0.01% 826
2021
Q3 		$17K Buy
1,130
+320
+40% +$4.64K ﹤0.01% 761
2021
Q2 		$11K Buy
810
+53
+7% +$761 ﹤0.01% 913
2021
Q1 		$10K Buy
757
+288
+61% +$3.67K ﹤0.01% 859
2020
Q4 		$6K Buy
469
+128
+38% +$1.45K ﹤0.01% 816
2020
Q3 		$3K Buy
341
+259
+316% +$2.21K ﹤0.01% 974
2020
Q2 		$1K Sell
82
-165
-67% -$1.23K ﹤0.01% 1290
2020
Q1 		$2K Buy
+247
New +$2.98K ﹤0.01% 1047

Other funds holding MTG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

TCI Wealth Advisors's MTG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of MGIC Investment (MTG) in Q2 2023, closing a stake of 1,604 shares — an estimated $21.5K sold.

TCI Wealth Advisors first reported a position in MTG in Q1 2020 and held it in 13 quarters. The position peaked at $21.5K in Q1 2023. 358 funds tracked by Wall St. Rank hold MTG as of Q2 2023.

  • TCI Wealth Advisors reported no remaining MGIC Investment position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,604 MGIC Investment shares in Q2 2023, an estimated $21.5K.
  • TCI Wealth Advisors first reported a position in MGIC Investment in Q1 2020 and held it in 13 quarters.
  • TCI Wealth Advisors's MGIC Investment position peaked at $21.5K in Q1 2023.
  • 358 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.