IP
ML

Intellectus Partners’s MoneyLion Inc. ML Stock Holding History

Intellectus Partners’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
2024
Q1 		– Sell
-5,328
Closed -$334K – 278
2023
Q4 		$334K Buy
+5,328
New +$179K 0.1% 195
2023
Q2 		– Sell
-5,328
Closed -$90.8K – 282
2023
Q1 		$90.8K Hold
5,328
– – 0.03% 246
2022
Q4 		$99.1K Hold
5,328
– – 0.03% 247
2022
Q3 		$143K Hold
5,328
– – 0.05% 239
2022
Q2 		$211K Buy
+5,328
New +$283K 0.07% 221

Other funds holding ML

AE
American Express New York $1.48B AUM 49.05% 1-Year Est. Return
SG
StepStone Group La Jolla, California $2.16B AUM 20.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intellectus Partners's ML Position: Q1 2024 in Review

Intellectus Partners sold out of MoneyLion Inc. (ML) in Q1 2024, closing a stake of 5,328 shares — an estimated $334K sold.

Intellectus Partners first reported a position in ML in Q2 2022 and held it in 5 quarters. The position peaked at $334K in Q4 2023. 91 funds tracked by Wall St. Rank hold ML as of Q1 2024.

  • Intellectus Partners reported no remaining MoneyLion Inc. position as of Q1 2024 after selling out during the quarter.
  • Intellectus Partners sold 5,328 MoneyLion Inc. shares in Q1 2024, an estimated $334K.
  • Intellectus Partners first reported a position in MoneyLion Inc. in Q2 2022 and held it in 5 quarters.
  • Intellectus Partners's MoneyLion Inc. position peaked at $334K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q1 2024.

Based on Intellectus Partners's 13F filing for Q1 2024, filed 3 May 2024.