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Financial Management Professionals’s Mesabi Trust MSB Stock Holding History

Financial Management Professionals’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed -$1K – 1020
2022
Q3 		$1K Sell
50
-326
-87% -$8.4K ﹤0.01% 843
2022
Q2 		$9K Buy
376
+12
+3% +$312 ﹤0.01% 521
2022
Q1 		$10K Buy
364
+83
+30% +$2.33K ﹤0.01% 527
2021
Q4 		$7K Buy
+281
New +$7.52K ﹤0.01% 541

Other funds holding MSB

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Financial Management Professionals's MSB Position: Q4 2022 in Review

Financial Management Professionals sold out of Mesabi Trust (MSB) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in MSB in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 52 funds tracked by Wall St. Rank hold MSB as of Q4 2022.

  • Financial Management Professionals reported no remaining Mesabi Trust position as of Q4 2022 after selling out during the quarter.
  • Financial Management Professionals sold 50 Mesabi Trust shares in Q4 2022, an estimated $1K.
  • Financial Management Professionals first reported a position in Mesabi Trust in Q4 2021 and held it in 4 quarters.
  • Financial Management Professionals's Mesabi Trust position peaked at $10K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Mesabi Trust as of Q4 2022.

Based on Financial Management Professionals's 13F filing for Q4 2022, filed 11 Jan 2023.