Bank of America’s MoneyHero MNY Stock Holding History

Bank of America’s Portfolio MNY Stock Details MNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-69,982	Closed	-$128K	–	8343
2024 Q1	$128K	Sell	69,982 -599,931	-90%	-$954K	﹤0.01%	6119
2023 Q4	$1.15M	Buy	+669,913	New	+$1.33M	﹤0.01%	4871

Other funds holding MNY

Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

OPL

Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Bank of America's MNY Position: Q2 2024 in Review

Bank of America sold out of MoneyHero (MNY) in Q2 2024, closing a stake of 69,982 shares — an estimated $128K sold.

Bank of America first reported a position in MNY in Q4 2023 and held it in 2 quarters. The position peaked at $1.15M in Q4 2023. 12 funds tracked by Wall St. Rank hold MNY as of Q2 2024.

Bank of America reported no remaining MoneyHero position as of Q2 2024 after selling out during the quarter.
Bank of America sold 69,982 MoneyHero shares in Q2 2024, an estimated $128K.
Bank of America first reported a position in MoneyHero in Q4 2023 and held it in 2 quarters.
Bank of America's MoneyHero position peaked at $1.15M in Q4 2023.
12 funds tracked by Wall St. Rank held MoneyHero as of Q2 2024.

Based on Bank of America's 13F filing for Q2 2024, filed 14 Aug 2024.