IWN
LOAN

Independent Wealth Network’s Manhattan Bridge Capital LOAN Stock Holding History

Independent Wealth Network’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
-10,900
Closed -$10.4K – 235
2023
Q4 		$10.4K Hold
10,900
– – 0.01% 214
2023
Q3 		$10.5K Buy
+10,900
New +$52.3K 0.01% 198

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

Independent Wealth Network's LOAN Position: Q1 2024 in Review

Independent Wealth Network sold out of Manhattan Bridge Capital (LOAN) in Q1 2024, closing a stake of 10,900 shares — an estimated $10.4K sold.

Independent Wealth Network first reported a position in LOAN in Q3 2023 and held it in 2 quarters. The position peaked at $10.5K in Q3 2023. 46 funds tracked by Wall St. Rank hold LOAN as of Q1 2024.

  • Independent Wealth Network reported no remaining Manhattan Bridge Capital position as of Q1 2024 after selling out during the quarter.
  • Independent Wealth Network sold 10,900 Manhattan Bridge Capital shares in Q1 2024, an estimated $10.4K.
  • Independent Wealth Network first reported a position in Manhattan Bridge Capital in Q3 2023 and held it in 2 quarters.
  • Independent Wealth Network's Manhattan Bridge Capital position peaked at $10.5K in Q3 2023.
  • 46 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2024.

Based on Independent Wealth Network's 13F filing for Q1 2024, filed 11 Apr 2024.