IPG Investment Advisors’s MoneyLion Inc. ML Stock Holding History

IPG Investment Advisors’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
2023 Q2	–	Sell	-533	Closed	-$9.09K	–	197
2023 Q1	$9.09K	Hold	533	–	–	﹤0.01%	163
2022 Q4	$9.92K	Hold	533	–	–	﹤0.01%	136
2022 Q3	$14.3K	Sell	533 -200	-27%	-$9.17K	﹤0.01%	137
2022 Q2	$29K	Sell	733 -134	-15%	-$7.12K	0.01%	148
2022 Q1	$65K	Buy	867 +400	+86%	+$31.2K	0.01%	159
2021 Q4	$57K	Buy	+467	New	+$71.7K	0.01%	197

Other funds holding ML

StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CPX

Canaan Partners X Menlo Park, California $74.7M AUM 151.56% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CPX

Canaan Partners XI Menlo Park, California $76.1M AUM 638.59% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

IPG Investment Advisors's ML Position: Q2 2023 in Review

IPG Investment Advisors sold out of MoneyLion Inc. (ML) in Q2 2023, closing a stake of 533 shares — an estimated $9.09K sold.

IPG Investment Advisors first reported a position in ML in Q4 2021 and held it in 6 quarters. The position peaked at $65K in Q1 2022. 38 funds tracked by Wall St. Rank hold ML as of Q2 2023.

IPG Investment Advisors reported no remaining MoneyLion Inc. position as of Q2 2023 after selling out during the quarter.
IPG Investment Advisors sold 533 MoneyLion Inc. shares in Q2 2023, an estimated $9.09K.
IPG Investment Advisors first reported a position in MoneyLion Inc. in Q4 2021 and held it in 6 quarters.
IPG Investment Advisors's MoneyLion Inc. position peaked at $65K in Q1 2022.
38 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2023.

Based on IPG Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.