FIA
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FNY Investment Advisers’s TOP Financial Group TOP Stock Holding History

FNY Investment Advisers’s Portfolio TOP Stock Details TOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,000
Closed -$5K – 771
2023
Q3 		$5K Buy
1,000
+500
+100% +$3.12K ﹤0.01% 464
2023
Q2 		$4K Buy
+500
New +$6.45K 0.01% 403

Other funds holding TOP

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
W
WealthCollab Bellevue, Washington $243M AUM 32.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FNY Investment Advisers's TOP Position: Q4 2023 in Review

FNY Investment Advisers sold out of TOP Financial Group (TOP) in Q4 2023, closing a stake of 1,000 shares — an estimated $5K sold.

FNY Investment Advisers first reported a position in TOP in Q2 2023 and held it in 2 quarters. The position peaked at $5K in Q3 2023. 7 funds tracked by Wall St. Rank hold TOP as of Q4 2023.

  • FNY Investment Advisers reported no remaining TOP Financial Group position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 1,000 TOP Financial Group shares in Q4 2023, an estimated $5K.
  • FNY Investment Advisers first reported a position in TOP Financial Group in Q2 2023 and held it in 2 quarters.
  • FNY Investment Advisers's TOP Financial Group position peaked at $5K in Q3 2023.
  • 7 funds tracked by Wall St. Rank held TOP Financial Group as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.