Kore Private Wealth’s MoneyLion Inc. ML Stock Holding History

Kore Private Wealth’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
2022 Q3	$48K	Buy	1,781 +614	+53%	+$28.2K	0.01%	256
2022 Q2	$46K	Buy	+1,167	New	+$62K	0.01%	302

Other funds holding ML

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

WIC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return

Gillson Capital Chicago, Illinois $1.22B AUM 7.54% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Kore Private Wealth's ML Position: Q3 2022 in Review

Kore Private Wealth increased its MoneyLion Inc. (ML) stake by 53% in Q3 2022, buying an estimated $28.2K and bringing the position to 1,781 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #256.

Kore Private Wealth first reported a position in ML in Q2 2022 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold ML as of Q3 2022.

Kore Private Wealth held 1,781 shares of MoneyLion Inc. worth $48K as of Q3 2022.
Kore Private Wealth bought 614 MoneyLion Inc. shares in Q3 2022, an estimated $28.2K.
MoneyLion Inc. made up 0.01% of Kore Private Wealth's portfolio in Q3 2022, its #256 holding.
Kore Private Wealth first reported a position in MoneyLion Inc. in Q2 2022 and has held it in 2 quarters since.
94 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.