CFSG
LOAN

Clark Financial Services Group’s Manhattan Bridge Capital LOAN Stock Holding History

Clark Financial Services Group’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18,289
Closed -$18K – 64
2022
Q4 		$18K Buy
+18,289
New +$102K 0.02% 56

Other funds holding LOAN

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
FFA
Fi3 Financial Advisors Indianapolis, Indiana $346M AUM 25.49% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Clark Financial Services Group's LOAN Position: Q1 2023 in Review

Clark Financial Services Group sold out of Manhattan Bridge Capital (LOAN) in Q1 2023, closing a stake of 18,289 shares — an estimated $18K sold.

Clark Financial Services Group first reported a position in LOAN in Q4 2022 and held it in 1 quarter. The position peaked at $18K in Q4 2022. 40 funds tracked by Wall St. Rank hold LOAN as of Q1 2023.

  • Clark Financial Services Group reported no remaining Manhattan Bridge Capital position as of Q1 2023 after selling out during the quarter.
  • Clark Financial Services Group sold 18,289 Manhattan Bridge Capital shares in Q1 2023, an estimated $18K.
  • Clark Financial Services Group first reported a position in Manhattan Bridge Capital in Q4 2022 and held it in 1 quarter.
  • Clark Financial Services Group's Manhattan Bridge Capital position peaked at $18K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2023.

Based on Clark Financial Services Group's 13F filing for Q1 2023, filed 12 May 2023.