AWA
MLGO

Arete Wealth Advisors’s MicroAlgo MLGO Stock Holding History

Arete Wealth Advisors’s Portfolio MLGO Stock Details MLGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-33
Closed -$5K – 775
2024
Q3 		$5K Buy
+33
New +$35.6K ﹤0.01% 703
2024
Q1 		– Sell
-34
Closed -$186K – 590
2023
Q4 		$186K Buy
+34
New +$605K 0.01% 685

Other funds holding MLGO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return

Arete Wealth Advisors's MLGO Position: Q4 2024 in Review

Arete Wealth Advisors sold out of MicroAlgo (MLGO) in Q4 2024, closing a stake of 33 shares — an estimated $5K sold.

Arete Wealth Advisors first reported a position in MLGO in Q4 2023 and held it in 2 quarters. The position peaked at $186K in Q4 2023. 10 funds tracked by Wall St. Rank hold MLGO as of Q4 2024.

  • Arete Wealth Advisors reported no remaining MicroAlgo position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 33 MicroAlgo shares in Q4 2024, an estimated $5K.
  • Arete Wealth Advisors first reported a position in MicroAlgo in Q4 2023 and held it in 2 quarters.
  • Arete Wealth Advisors's MicroAlgo position peaked at $186K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held MicroAlgo as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.