CAPTRUST Financial Advisors
ML

CAPTRUST Financial Advisors’s MoneyLion Inc. ML Stock Holding History

CAPTRUST Financial 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
2021
Q1 		– Sell
-457
Closed -$155K – 4527
2020
Q4 		$155K Sell
457
-276
-38% -$82.9K ﹤0.01% 1310
2020
Q3 		$216K Buy
+733
New +$215K ﹤0.01% 997

Other funds holding ML

SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
WHP
Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AC
Athanor Capital New York $24.6M AUM 2.49% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

CAPTRUST Financial Advisors's ML Position: Q1 2021 in Review

CAPTRUST Financial Advisors sold out of MoneyLion Inc. (ML) in Q1 2021, closing a stake of 457 shares — an estimated $155K sold.

CAPTRUST Financial Advisors first reported a position in ML in Q3 2020 and held it in 2 quarters. The position peaked at $216K in Q3 2020. 70 funds tracked by Wall St. Rank hold ML as of Q1 2021.

  • CAPTRUST Financial Advisors reported no remaining MoneyLion Inc. position as of Q1 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 457 MoneyLion Inc. shares in Q1 2021, an estimated $155K.
  • CAPTRUST Financial Advisors first reported a position in MoneyLion Inc. in Q3 2020 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's MoneyLion Inc. position peaked at $216K in Q3 2020.
  • 70 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q1 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.