Commonwealth Equity Services
ML

Commonwealth Equity Services’s MoneyLion Inc. ML Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-3,083
Closed -$227K – 4232
2024
Q2 		$227K Buy
+3,083
New +$242K ﹤0.01% 3546

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
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
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Commonwealth Equity Services's ML Position: Q3 2024 in Review

Commonwealth Equity Services sold out of MoneyLion Inc. (ML) in Q3 2024, closing a stake of 3,083 shares — an estimated $227K sold.

Commonwealth Equity Services first reported a position in ML in Q2 2024 and held it in 1 quarter. The position peaked at $227K in Q2 2024. 114 funds tracked by Wall St. Rank hold ML as of Q3 2024.

  • Commonwealth Equity Services reported no remaining MoneyLion Inc. position as of Q3 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 3,083 MoneyLion Inc. shares in Q3 2024, an estimated $227K.
  • Commonwealth Equity Services first reported a position in MoneyLion Inc. in Q2 2024 and held it in 1 quarter.
  • Commonwealth Equity Services's MoneyLion Inc. position peaked at $227K in Q2 2024.
  • 114 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.