WFA
MTG icon

Wipfli Financial Advisors’s MGIC Investment MTG Stock Holding History

Wipfli Financial 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
2022
Q3 		$62K Buy
+4,813
New +$67.4K ﹤0.01% 969

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wipfli Financial Advisors's MTG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in MGIC Investment (MTG) in Q3 2022: 4,813 shares worth $62K. The stake represents ﹤0.01% of the portfolio and ranks #969 among its holdings.

351 funds tracked by Wall St. Rank hold MTG as of Q3 2022.

  • Wipfli Financial Advisors held 4,813 shares of MGIC Investment worth $62K as of Q3 2022.
  • MGIC Investment was a new Wipfli Financial Advisors position in Q3 2022.
  • MGIC Investment made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #969 holding.
  • 351 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.