CAPTRUST Financial Advisors
MLNK

CAPTRUST Financial Advisors’s MeridianLink MLNK Stock Holding History

CAPTRUST Financial Advisors’s Portfolio MLNK Stock Details MLNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-32
Closed -$1K – 3252
2022
Q2 		$1K Sell
32
-22
-41% -$378 ﹤0.01% 4700
2022
Q1 		$1K Buy
+54
New +$1.01K ﹤0.01% 4715

Other funds holding MLNK

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
SCMC
Serent Capital Management Company San Francisco, California $44.9M AUM 20.57% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return
GPC
Greenstone Partners & Co Larkspur, California $395M AUM 35.56% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAPTRUST Financial Advisors's MLNK Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of MeridianLink (MLNK) in Q3 2022, closing a stake of 32 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in MLNK in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 69 funds tracked by Wall St. Rank hold MLNK as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining MeridianLink position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 32 MeridianLink shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in MeridianLink in Q1 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's MeridianLink position peaked at $1K in Q2 2022.
  • 69 funds tracked by Wall St. Rank held MeridianLink as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.