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MAI Capital Management’s Marygold Companies MGLD Stock Holding History

MAI Capital Management’s Portfolio MGLD Stock Details MGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,000
Closed -$7.04K – 3519
2024
Q4 		$7.04K Buy
+4,000
New +$5.68K ﹤0.01% 2650

Other funds holding MGLD

BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAI Capital Management's MGLD Position: Q1 2025 in Review

MAI Capital Management sold out of Marygold Companies (MGLD) in Q1 2025, closing a stake of 4,000 shares — an estimated $7.04K sold.

MAI Capital Management first reported a position in MGLD in Q4 2024 and held it in 1 quarter. The position peaked at $7.04K in Q4 2024. 11 funds tracked by Wall St. Rank hold MGLD as of Q1 2025.

  • MAI Capital Management reported no remaining Marygold Companies position as of Q1 2025 after selling out during the quarter.
  • MAI Capital Management sold 4,000 Marygold Companies shares in Q1 2025, an estimated $7.04K.
  • MAI Capital Management first reported a position in Marygold Companies in Q4 2024 and held it in 1 quarter.
  • MAI Capital Management's Marygold Companies position peaked at $7.04K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Marygold Companies as of Q1 2025.

Based on MAI Capital Management's 13F filing for Q1 2025, filed 15 May 2025.