CPA
ML

Capital Performance Advisors’s MoneyLion Inc. ML Stock Holding History

Capital Performance 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
Q4 		– Sell
-34
Closed -$1.41K – 2894
2024
Q3 		$1.41K Buy
+34
New +$1.84K ﹤0.01% 1738

Other funds holding ML

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 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 $63.9B AUM 45.56% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Capital Performance Advisors's ML Position: Q4 2024 in Review

Capital Performance Advisors sold out of MoneyLion Inc. (ML) in Q4 2024, closing a stake of 34 shares — an estimated $1.41K sold.

Capital Performance Advisors first reported a position in ML in Q3 2024 and held it in 1 quarter. The position peaked at $1.41K in Q3 2024. 156 funds tracked by Wall St. Rank hold ML as of Q4 2024.

  • Capital Performance Advisors reported no remaining MoneyLion Inc. position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 34 MoneyLion Inc. shares in Q4 2024, an estimated $1.41K.
  • Capital Performance Advisors first reported a position in MoneyLion Inc. in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's MoneyLion Inc. position peaked at $1.41K in Q3 2024.
  • 156 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.