GGM Wealth Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

GGM Wealth 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
2022 Q1	–	Sell	-35,792	Closed	-$35K	–	142
2021 Q4	$35K	Hold	35,792	–	–	0.03%	94
2021 Q3	$35K	Hold	35,792	–	–	0.03%	95
2021 Q2	$35K	Hold	35,792	–	–	0.03%	90
2021 Q1	$35K	Sell	35,792 -858	-2%	-$4.65K	0.03%	85
2020 Q4	$36K	Buy	+36,650	New	+$173K	0.04%	70

Other funds holding LOAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

GGM Wealth Advisors's LOAN Position: Q1 2022 in Review

GGM Wealth Advisors sold out of Manhattan Bridge Capital (LOAN) in Q1 2022, closing a stake of 35,792 shares — an estimated $35K sold.

GGM Wealth Advisors first reported a position in LOAN in Q4 2020 and held it in 5 quarters. The position peaked at $36K in Q4 2020. 36 funds tracked by Wall St. Rank hold LOAN as of Q1 2022.

GGM Wealth Advisors reported no remaining Manhattan Bridge Capital position as of Q1 2022 after selling out during the quarter.
GGM Wealth Advisors sold 35,792 Manhattan Bridge Capital shares in Q1 2022, an estimated $35K.
GGM Wealth Advisors first reported a position in Manhattan Bridge Capital in Q4 2020 and held it in 5 quarters.
GGM Wealth Advisors's Manhattan Bridge Capital position peaked at $36K in Q4 2020.
36 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2022.

Based on GGM Wealth Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.