BWM
LOAN

BerganKDV Wealth Management’s Manhattan Bridge Capital LOAN Stock Holding History

BerganKDV Wealth Management’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
2022
Q4 		– Sell
-750
Closed -$4K – 1080
2022
Q3 		$4K Buy
+750
New +$4.17K ﹤0.01% 716

Other funds holding LOAN

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SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
FFA
Fi3 Financial Advisors Indianapolis, Indiana $346M AUM 25.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BerganKDV Wealth Management's LOAN Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Manhattan Bridge Capital (LOAN) in Q4 2022, closing a stake of 750 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in LOAN in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 38 funds tracked by Wall St. Rank hold LOAN as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Manhattan Bridge Capital position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 750 Manhattan Bridge Capital shares in Q4 2022, an estimated $4K.
  • BerganKDV Wealth Management first reported a position in Manhattan Bridge Capital in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Manhattan Bridge Capital position peaked at $4K in Q3 2022.
  • 38 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.