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Wolff Wiese Magana’s MidCap Financial Investment MFIC Stock Holding History

Wolff Wiese Magana’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-580
Closed -$6.61K – 827
2023
Q1 		$6.61K Hold
580
– – 0.01% 400
2022
Q4 		$6.61K Hold
580
– – 0.01% 376
2022
Q3 		$6K Hold
580
– – ﹤0.01% 578
2022
Q2 		$6K Hold
580
– – ﹤0.01% 614
2022
Q1 		$8K Hold
580
– – 0.01% 573
2021
Q4 		$7K Hold
580
– – ﹤0.01% 592
2021
Q3 		$8K Hold
580
– – 0.01% 563
2021
Q2 		$8K Hold
580
– – 0.01% 559
2021
Q1 		$8K Hold
580
– – 0.01% 516
2020
Q4 		$6K Buy
+580
New +$5.63K 0.01% 510

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wolff Wiese Magana's MFIC Position: Q2 2023 in Review

Wolff Wiese Magana sold out of MidCap Financial Investment (MFIC) in Q2 2023, closing a stake of 580 shares — an estimated $6.61K sold.

Wolff Wiese Magana first reported a position in MFIC in Q4 2020 and held it in 10 quarters. The position peaked at $8K in Q1 2022. 117 funds tracked by Wall St. Rank hold MFIC as of Q2 2023.

  • Wolff Wiese Magana reported no remaining MidCap Financial Investment position as of Q2 2023 after selling out during the quarter.
  • Wolff Wiese Magana sold 580 MidCap Financial Investment shares in Q2 2023, an estimated $6.61K.
  • Wolff Wiese Magana first reported a position in MidCap Financial Investment in Q4 2020 and held it in 10 quarters.
  • Wolff Wiese Magana's MidCap Financial Investment position peaked at $8K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2023.

Based on Wolff Wiese Magana's 13F filing for Q2 2023, filed 1 Aug 2023.