WP
MFA

WealthPLAN Partners’s MFA Financial MFA Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-300
Closed -$3.37K – 798
2023
Q2 		$3.37K Hold
300
– – ﹤0.01% 977
2023
Q1 		$2.98K Buy
+300
New +$3.18K ﹤0.01% 1077

Other funds holding MFA

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $125M AUM 8.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

WealthPLAN Partners's MFA Position: Q3 2023 in Review

WealthPLAN Partners sold out of MFA Financial (MFA) in Q3 2023, closing a stake of 300 shares — an estimated $3.37K sold.

WealthPLAN Partners first reported a position in MFA in Q1 2023 and held it in 2 quarters. The position peaked at $3.37K in Q2 2023. 170 funds tracked by Wall St. Rank hold MFA as of Q3 2023.

  • WealthPLAN Partners reported no remaining MFA Financial position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 300 MFA Financial shares in Q3 2023, an estimated $3.37K.
  • WealthPLAN Partners first reported a position in MFA Financial in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's MFA Financial position peaked at $3.37K in Q2 2023.
  • 170 funds tracked by Wall St. Rank held MFA Financial as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.