FFA
LOAN

Fi3 Financial Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

Fi3 Financial Advisors’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
2024
Q1 		– Sell
-21,625
Closed -$107K – 88
2023
Q4 		$107K Sell
21,625
-4,186
-16% -$19.5K 0.05% 74
2023
Q3 		$124K Sell
25,811
-4,141
-14% -$19.9K 0.07% 70
2023
Q2 		$151K Sell
29,952
-4,097
-12% -$20.3K 0.08% 67
2023
Q1 		$176K Sell
34,049
-4,053
-11% -$22.5K 0.09% 75
2022
Q4 		$203K Sell
38,102
-4,009
-10% -$22.3K 0.12% 66
2022
Q3 		$238K Sell
42,111
-2,978
-7% -$16.5K 0.22% 42
2022
Q2 		$247K Buy
+45,089
New +$254K 0.2% 41

Other funds holding LOAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Fi3 Financial Advisors's LOAN Position: Q1 2024 in Review

Fi3 Financial Advisors sold out of Manhattan Bridge Capital (LOAN) in Q1 2024, closing a stake of 21,625 shares — an estimated $107K sold.

Fi3 Financial Advisors first reported a position in LOAN in Q2 2022 and held it in 7 quarters. The position peaked at $247K in Q2 2022. 46 funds tracked by Wall St. Rank hold LOAN as of Q1 2024.

  • Fi3 Financial Advisors reported no remaining Manhattan Bridge Capital position as of Q1 2024 after selling out during the quarter.
  • Fi3 Financial Advisors sold 21,625 Manhattan Bridge Capital shares in Q1 2024, an estimated $107K.
  • Fi3 Financial Advisors first reported a position in Manhattan Bridge Capital in Q2 2022 and held it in 7 quarters.
  • Fi3 Financial Advisors's Manhattan Bridge Capital position peaked at $247K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2024.

Based on Fi3 Financial Advisors's 13F filing for Q1 2024, filed 6 May 2024.