TCWA
MFA

Turtle Creek Wealth Advisors’s MFA Financial MFA Stock Holding History

Turtle Creek Wealth Advisors’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
2024
Q1 		– Sell
-287
Closed -$3.23K – 562
2023
Q4 		$3.23K Buy
+287
New +$2.9K ﹤0.01% 707

Other funds holding MFA

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

Turtle Creek Wealth Advisors's MFA Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of MFA Financial (MFA) in Q1 2024, closing a stake of 287 shares — an estimated $3.23K sold.

Turtle Creek Wealth Advisors first reported a position in MFA in Q4 2023 and held it in 1 quarter. The position peaked at $3.23K in Q4 2023. 175 funds tracked by Wall St. Rank hold MFA as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining MFA Financial position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 287 MFA Financial shares in Q1 2024, an estimated $3.23K.
  • Turtle Creek Wealth Advisors first reported a position in MFA Financial in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's MFA Financial position peaked at $3.23K in Q4 2023.
  • 175 funds tracked by Wall St. Rank held MFA Financial as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.