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WR Wealth Planners’s MGIC Investment MTG Stock Holding History

WR Wealth Planners’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
Q4 		$427 Hold
18
– – ﹤0.01% 1002
2024
Q3 		$461 Hold
18
– – ﹤0.01% 1043
2024
Q2 		$388 Hold
18
– – ﹤0.01% 1042
2024
Q1 		$402 Buy
+18
New +$359 ﹤0.01% 1054

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WR Wealth Planners's MTG Position: Q4 2024 in Review

WR Wealth Planners held its MGIC Investment (MTG) position steady in Q4 2024 at 18 shares worth $427. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

WR Wealth Planners first reported a position in MTG in Q1 2024 and has held it in 4 quarters since. The position peaked at $461 in Q3 2024. 409 funds tracked by Wall St. Rank hold MTG as of Q4 2024.

  • WR Wealth Planners held 18 shares of MGIC Investment worth $427 as of Q4 2024.
  • WR Wealth Planners left its MGIC Investment share count unchanged in Q4 2024.
  • MGIC Investment made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1002 holding.
  • WR Wealth Planners first reported a position in MGIC Investment in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's MGIC Investment position peaked at $461 in Q3 2024.
  • 409 funds tracked by Wall St. Rank held MGIC Investment as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.