Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
$398M AUM
54.32%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
SRC
Shufro Rose & Co
New York
$1.47B AUM
19.38%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
AWS
Atria Wealth Solutions
New York
$4.42B AUM
16.4%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
SIA
Soltis Investment Advisors
St. George, Utah
$1.54B AUM
23.87%
1-Year Est. Return
HR
Hardy Reed
Tupelo, Mississippi
$1.37B AUM
18.88%
1-Year Est. Return
TFA
Tobias Financial Advisors
Plantation, Florida
$718M AUM
15.66%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close