FAM
ML

Formidable Asset Management’s MoneyLion Inc. ML Stock Holding History

Formidable Asset Management’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
2021
Q4 		– Sell
-2,621
Closed -$532K – 359
2021
Q3 		$532K Buy
2,621
+138
+6% +$40.5K 0.1% 189
2021
Q2 		$737K Buy
+2,483
New +$740K 0.16% 130

Other funds holding ML

SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Gillson Capital Chicago, Illinois $1.22B AUM 7.54% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Formidable Asset Management's ML Position: Q4 2021 in Review

Formidable Asset Management sold out of MoneyLion Inc. (ML) in Q4 2021, closing a stake of 2,621 shares — an estimated $532K sold.

Formidable Asset Management first reported a position in ML in Q2 2021 and held it in 2 quarters. The position peaked at $737K in Q2 2021. 67 funds tracked by Wall St. Rank hold ML as of Q4 2021.

  • Formidable Asset Management reported no remaining MoneyLion Inc. position as of Q4 2021 after selling out during the quarter.
  • Formidable Asset Management sold 2,621 MoneyLion Inc. shares in Q4 2021, an estimated $532K.
  • Formidable Asset Management first reported a position in MoneyLion Inc. in Q2 2021 and held it in 2 quarters.
  • Formidable Asset Management's MoneyLion Inc. position peaked at $737K in Q2 2021.
  • 67 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q4 2021.

Based on Formidable Asset Management's 13F filing for Q4 2021, filed 7 Feb 2022.