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IndexIQ Advisors’s Merchants Bancorp MBIN Stock Holding History

IndexIQ Advisors’s Portfolio MBIN Stock Details MBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$392K Sell
14,311
-793
-5% -$23.6K 0.01% 812
2021
Q4 		$477K Sell
15,104
-976
-6% -$29.3K 0.02% 611
2021
Q3 		$423K Buy
16,080
+1,611
+11% +$40.1K 0.01% 754
2021
Q2 		$379K Buy
14,469
+213
+1% +$5.91K 0.01% 811
2021
Q1 		$399K Buy
+14,256
New +$331K 0.01% 736

Other funds holding MBIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

IndexIQ Advisors's MBIN Position: Q1 2022 in Review

IndexIQ Advisors reduced its Merchants Bancorp (MBIN) stake by 5.3% in Q1 2022, selling an estimated $23.6K and leaving 14,311 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #812.

IndexIQ Advisors first reported a position in MBIN in Q1 2021 and has held it in 5 quarters since. The position peaked at $477K in Q4 2021. 121 funds tracked by Wall St. Rank hold MBIN as of Q1 2022.

  • IndexIQ Advisors held 14,311 shares of Merchants Bancorp worth $392K as of Q1 2022.
  • IndexIQ Advisors sold 793 Merchants Bancorp shares in Q1 2022, an estimated $23.6K.
  • Merchants Bancorp made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #812 holding.
  • IndexIQ Advisors first reported a position in Merchants Bancorp in Q1 2021 and has held it in 5 quarters since.
  • IndexIQ Advisors's Merchants Bancorp position peaked at $477K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held Merchants Bancorp as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.