Cetera Investment Advisers
ML

Cetera Investment Advisers’s MoneyLion Inc. ML Stock Holding History

Cetera Investment Advisers’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
-8,431
Closed -$350K – 3942
2024
Q3 		$350K Buy
8,431
+1,591
+23% +$86.3K ﹤0.01% 2938
2024
Q2 		$503K Buy
+6,840
New +$537K ﹤0.01% 2593

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

Cetera Investment Advisers's ML Position: Q4 2024 in Review

Cetera Investment Advisers sold out of MoneyLion Inc. (ML) in Q4 2024, closing a stake of 8,431 shares — an estimated $350K sold.

Cetera Investment Advisers first reported a position in ML in Q2 2024 and held it in 2 quarters. The position peaked at $503K in Q2 2024. 156 funds tracked by Wall St. Rank hold ML as of Q4 2024.

  • Cetera Investment Advisers reported no remaining MoneyLion Inc. position as of Q4 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 8,431 MoneyLion Inc. shares in Q4 2024, an estimated $350K.
  • Cetera Investment Advisers first reported a position in MoneyLion Inc. in Q2 2024 and held it in 2 quarters.
  • Cetera Investment Advisers's MoneyLion Inc. position peaked at $503K in Q2 2024.
  • 156 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q4 2024.

Based on Cetera Investment Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.