BKM Wealth Management’s MoneyHero MNY Stock Holding History

BKM Wealth Management’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 Q1	–	Sell	-1,750	Closed	-$3.01K	–	410
2023 Q4	$3.01K	Buy	+1,750	New	+$3.48K	﹤0.01%	542

Other funds holding MNY

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OPL

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

DAM

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

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 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

BKM Wealth Management's MNY Position: Q1 2024 in Review

BKM Wealth Management sold out of MoneyHero (MNY) in Q1 2024, closing a stake of 1,750 shares — an estimated $3.01K sold.

BKM Wealth Management first reported a position in MNY in Q4 2023 and held it in 1 quarter. The position peaked at $3.01K in Q4 2023. 10 funds tracked by Wall St. Rank hold MNY as of Q1 2024.

BKM Wealth Management reported no remaining MoneyHero position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 1,750 MoneyHero shares in Q1 2024, an estimated $3.01K.
BKM Wealth Management first reported a position in MoneyHero in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's MoneyHero position peaked at $3.01K in Q4 2023.
10 funds tracked by Wall St. Rank held MoneyHero as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.