BPFA
MSPR

Barnes Pettey Financial Advisors’s MSP Recovery Inc MSPR Stock Holding History

Barnes Pettey Financial Advisors’s Portfolio MSPR Stock Details MSPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-205
Closed -$294K – 100
2023
Q2 		$294K Sell
205
-5
-2% -$12.6K 0.25% 72
2023
Q1 		$780K Sell
210
-10
-5% -$50K 0.75% 34
2022
Q4 		$1.54M Buy
220
+46
+26% +$237K 1.59% 20
2022
Q3 		$912K Buy
174
+62
+55% +$441K 1.25% 19
2022
Q2 		$1.05M Buy
+112
New +$3.2M 1.35% 20

Other funds holding MSPR

PT
Palantir Technologies Denver, Colorado $9.72M AUM 6.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWP
Icon Wealth Partners Houston, Texas $880M AUM
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barnes Pettey Financial Advisors's MSPR Position: Q3 2023 in Review

Barnes Pettey Financial Advisors sold out of MSP Recovery Inc (MSPR) in Q3 2023, closing a stake of 205 shares — an estimated $294K sold.

Barnes Pettey Financial Advisors first reported a position in MSPR in Q2 2022 and held it in 5 quarters. The position peaked at $1.54M in Q4 2022. 34 funds tracked by Wall St. Rank hold MSPR as of Q3 2023.

  • Barnes Pettey Financial Advisors reported no remaining MSP Recovery Inc position as of Q3 2023 after selling out during the quarter.
  • Barnes Pettey Financial Advisors sold 205 MSP Recovery Inc shares in Q3 2023, an estimated $294K.
  • Barnes Pettey Financial Advisors first reported a position in MSP Recovery Inc in Q2 2022 and held it in 5 quarters.
  • Barnes Pettey Financial Advisors's MSP Recovery Inc position peaked at $1.54M in Q4 2022.
  • 34 funds tracked by Wall St. Rank held MSP Recovery Inc as of Q3 2023.

Based on Barnes Pettey Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.