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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return