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Worth Asset Management’s Medallion Financial MFIN Stock Holding History

Worth Asset Management’s Portfolio MFIN Stock Details MFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-300
Closed -$2K – 559
2022
Q1 		$2K Buy
+300
New +$2.31K ﹤0.01% 473

Other funds holding MFIN

TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Key Colony Management Little Rock, Arkansas $73.7M AUM 49.85% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Worth Asset Management's MFIN Position: Q2 2022 in Review

Worth Asset Management sold out of Medallion Financial (MFIN) in Q2 2022, closing a stake of 300 shares — an estimated $2K sold.

Worth Asset Management first reported a position in MFIN in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 57 funds tracked by Wall St. Rank hold MFIN as of Q2 2022.

  • Worth Asset Management reported no remaining Medallion Financial position as of Q2 2022 after selling out during the quarter.
  • Worth Asset Management sold 300 Medallion Financial shares in Q2 2022, an estimated $2K.
  • Worth Asset Management first reported a position in Medallion Financial in Q1 2022 and held it in 1 quarter.
  • Worth Asset Management's Medallion Financial position peaked at $2K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held Medallion Financial as of Q2 2022.

Based on Worth Asset Management's 13F filing for Q2 2022, filed 8 Jul 2022.