Castle Wealth Management’s Bumble BMBL Stock Holding History

Castle Wealth Management’s Portfolio BMBL Stock Details BMBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,089	Closed	-$45K	–	170
2022 Q3	$45K	Buy	2,089 +255	+14%	+$7.54K	0.03%	228
2022 Q2	$52K	Buy	+1,834	New	+$49.8K	0.03%	207

Other funds holding BMBL

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AGFVA

Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Castle Wealth Management's BMBL Position: Q4 2022 in Review

Castle Wealth Management sold out of Bumble (BMBL) in Q4 2022, closing a stake of 2,089 shares — an estimated $45K sold.

Castle Wealth Management first reported a position in BMBL in Q2 2022 and held it in 2 quarters. The position peaked at $52K in Q2 2022. 211 funds tracked by Wall St. Rank hold BMBL as of Q4 2022.

Castle Wealth Management reported no remaining Bumble position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 2,089 Bumble shares in Q4 2022, an estimated $45K.
Castle Wealth Management first reported a position in Bumble in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Bumble position peaked at $52K in Q2 2022.
211 funds tracked by Wall St. Rank held Bumble as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.