ASN
MBAI

Advisory Services Network’s Check-Cap MBAI Stock Holding History

Advisory Services Network’s Portfolio MBAI Stock Details MBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-153
Closed -$219 – 1833
2023
Q1 		$219 Hold
153
– – ﹤0.01% 3832
2022
Q4 		$337 Buy
+153
New +$643 ﹤0.01% 3793
2021
Q3 		– Sell
-152
Closed -$4K – 1711
2021
Q2 		$4K Buy
+152
New +$4.75K ﹤0.01% 3118

Other funds holding MBAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
CCA
Column Capital Advisors Indianapolis, Indiana $680M AUM 15.16% 1-Year Est. Return