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Wetzel Investment Advisors’s MGIC Investment MTG Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-94
Closed -$2.1K – 611
2024
Q2 		$2.1K Hold
94
– – ﹤0.01% 739
2024
Q1 		$1.84K Hold
94
– – ﹤0.01% 865
2023
Q4 		$2K Buy
+94
New +$1.66K ﹤0.01% 867

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wetzel Investment Advisors's MTG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of MGIC Investment (MTG) in Q3 2024, closing a stake of 94 shares — an estimated $2.1K sold.

Wetzel Investment Advisors first reported a position in MTG in Q4 2023 and held it in 3 quarters. The position peaked at $2.1K in Q2 2024. 408 funds tracked by Wall St. Rank hold MTG as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining MGIC Investment position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 94 MGIC Investment shares in Q3 2024, an estimated $2.1K.
  • Wetzel Investment Advisors first reported a position in MGIC Investment in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's MGIC Investment position peaked at $2.1K in Q2 2024.
  • 408 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.