BRWA
ML

B. Riley Wealth Advisors’s MoneyLion Inc. ML Stock Holding History

B. Riley Wealth Advisors’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,930
Closed -$289K – 1456
2024
Q2 		$289K Buy
+3,930
New +$309K 0.01% 1046
2024
Q1 		– Sell
-3,950
Closed -$248K – 1535
2023
Q4 		$248K Buy
+3,950
New +$133K 0.01% 1139

Other funds holding ML

AE
American Express New York $1.48B AUM 49.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Advisors's ML Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of MoneyLion Inc. (ML) in Q3 2024, closing a stake of 3,930 shares — an estimated $289K sold.

B. Riley Wealth Advisors first reported a position in ML in Q4 2023 and held it in 2 quarters. The position peaked at $289K in Q2 2024. 114 funds tracked by Wall St. Rank hold ML as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining MoneyLion Inc. position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,930 MoneyLion Inc. shares in Q3 2024, an estimated $289K.
  • B. Riley Wealth Advisors first reported a position in MoneyLion Inc. in Q4 2023 and held it in 2 quarters.
  • B. Riley Wealth Advisors's MoneyLion Inc. position peaked at $289K in Q2 2024.
  • 114 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.