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TFO Wealth Partners’s MGIC Investment MTG Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$45 – 505
2024
Q1 		$45 Hold
2
– – ﹤0.01% 724
2023
Q4 		$39 Hold
2
– – ﹤0.01% 882
2023
Q3 		$32 Hold
2
– – ﹤0.01% 1070
2023
Q2 		$32 Hold
2
– – ﹤0.01% 792
2023
Q1 		$27 Sell
2
-8
-80% -$108 ﹤0.01% 783
2022
Q4 		$303 Buy
+10
New +$132 ﹤0.01% 564
2022
Q3 		– Sell
-232
Closed -$3K – 361
2022
Q2 		$3K Buy
+232
New +$3.05K ﹤0.01% 277

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's MTG Position: Q2 2024 in Review

TFO Wealth Partners sold out of MGIC Investment (MTG) in Q2 2024, closing a stake of 2 shares — an estimated $45 sold.

TFO Wealth Partners first reported a position in MTG in Q2 2022 and held it in 7 quarters. The position peaked at $3K in Q2 2022. 389 funds tracked by Wall St. Rank hold MTG as of Q2 2024.

  • TFO Wealth Partners reported no remaining MGIC Investment position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 MGIC Investment shares in Q2 2024, an estimated $45.
  • TFO Wealth Partners first reported a position in MGIC Investment in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's MGIC Investment position peaked at $3K in Q2 2022.
  • 389 funds tracked by Wall St. Rank held MGIC Investment as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.