AFG
LOAN

Atomi Financial Group’s Manhattan Bridge Capital LOAN Stock Holding History

Atomi Financial Group’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-46,700
Closed -$236K – 367
2023
Q2 		$236K Hold
46,700
– – 0.11% 222
2023
Q1 		$242K Buy
+46,700
New +$259K 0.14% 178

Other funds holding LOAN

BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.56B AUM 23.01% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atomi Financial Group's LOAN Position: Q3 2023 in Review

Atomi Financial Group sold out of Manhattan Bridge Capital (LOAN) in Q3 2023, closing a stake of 46,700 shares — an estimated $236K sold.

Atomi Financial Group first reported a position in LOAN in Q1 2023 and held it in 2 quarters. The position peaked at $242K in Q1 2023. 38 funds tracked by Wall St. Rank hold LOAN as of Q3 2023.

  • Atomi Financial Group reported no remaining Manhattan Bridge Capital position as of Q3 2023 after selling out during the quarter.
  • Atomi Financial Group sold 46,700 Manhattan Bridge Capital shares in Q3 2023, an estimated $236K.
  • Atomi Financial Group first reported a position in Manhattan Bridge Capital in Q1 2023 and held it in 2 quarters.
  • Atomi Financial Group's Manhattan Bridge Capital position peaked at $242K in Q1 2023.
  • 38 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q3 2023.

Based on Atomi Financial Group's 13F filing for Q3 2023, filed 9 Nov 2023.