LWA
ML

Lenox Wealth Advisors’s MoneyLion Inc. ML Stock Holding History

Lenox Wealth 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
2022
Q1 		$67K Hold
1,043
– – 0.01% 212
2021
Q4 		$126K Buy
1,043
+833
+397% +$128K 0.02% 149
2021
Q3 		$43K Buy
210
+167
+388% +$49K 0.01% 251
2021
Q2 		$13K Hold
43
– – ﹤0.01% 433
2021
Q1 		$13K Buy
+43
New +$14.4K ﹤0.01% 373

Other funds holding ML

SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GC
Gillson Capital Chicago, Illinois $1.22B AUM 7.54% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's ML Position: Q1 2022 in Review

Lenox Wealth Advisors held its MoneyLion Inc. (ML) position steady in Q1 2022 at 1,043 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #212.

Lenox Wealth Advisors first reported a position in ML in Q1 2021 and has held it in 5 quarters since. The position peaked at $126K in Q4 2021. 74 funds tracked by Wall St. Rank hold ML as of Q1 2022.

  • Lenox Wealth Advisors held 1,043 shares of MoneyLion Inc. worth $67K as of Q1 2022.
  • Lenox Wealth Advisors left its MoneyLion Inc. share count unchanged in Q1 2022.
  • MoneyLion Inc. made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #212 holding.
  • Lenox Wealth Advisors first reported a position in MoneyLion Inc. in Q1 2021 and has held it in 5 quarters since.
  • Lenox Wealth Advisors's MoneyLion Inc. position peaked at $126K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.