Marshall Wace
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Marshall Wace’s FinWise Bancorp FINW Stock Holding History

Marshall Wace’s Portfolio FINW Stock Details FINW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-14,774
Closed -$137K – 3482
2022
Q2 		$137K Sell
14,774
-12,522
-46% -$177K ﹤0.01% 3234
2022
Q1 		$468K Buy
+27,296
New +$494K ﹤0.01% 2806

Other funds holding FINW

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AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EM
ELCO Management New York $208M AUM 23.85% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CIC
Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return

Marshall Wace's FINW Position: Q3 2022 in Review

Marshall Wace sold out of FinWise Bancorp (FINW) in Q3 2022, closing a stake of 14,774 shares — an estimated $137K sold.

Marshall Wace first reported a position in FINW in Q1 2022 and held it in 2 quarters. The position peaked at $468K in Q1 2022. 24 funds tracked by Wall St. Rank hold FINW as of Q3 2022.

  • Marshall Wace reported no remaining FinWise Bancorp position as of Q3 2022 after selling out during the quarter.
  • Marshall Wace sold 14,774 FinWise Bancorp shares in Q3 2022, an estimated $137K.
  • Marshall Wace first reported a position in FinWise Bancorp in Q1 2022 and held it in 2 quarters.
  • Marshall Wace's FinWise Bancorp position peaked at $468K in Q1 2022.
  • 24 funds tracked by Wall St. Rank held FinWise Bancorp as of Q3 2022.

Based on Marshall Wace's 13F filing for Q3 2022, filed 14 Nov 2022.