Marshall Wace
TOP icon

Marshall Wace’s TOP Financial Group TOP Stock Holding History

Marshall Wace’s Portfolio TOP Stock Details TOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20,333
Closed -$52.9K – 2958
2024
Q2 		$52.9K Sell
20,333
-5,434
-21% -$13.9K ﹤0.01% 2445
2024
Q1 		$68.8K Buy
25,767
+247
+1% +$742 ﹤0.01% 2330
2023
Q4 		$96.5K Buy
+25,520
New +$114K ﹤0.01% 2047

Other funds holding TOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
W
WealthCollab Bellevue, Washington $243M AUM 32.93% 1-Year Est. Return

Marshall Wace's TOP Position: Q3 2024 in Review

Marshall Wace sold out of TOP Financial Group (TOP) in Q3 2024, closing a stake of 20,333 shares — an estimated $52.9K sold.

Marshall Wace first reported a position in TOP in Q4 2023 and held it in 3 quarters. The position peaked at $96.5K in Q4 2023. 5 funds tracked by Wall St. Rank hold TOP as of Q3 2024.

  • Marshall Wace reported no remaining TOP Financial Group position as of Q3 2024 after selling out during the quarter.
  • Marshall Wace sold 20,333 TOP Financial Group shares in Q3 2024, an estimated $52.9K.
  • Marshall Wace first reported a position in TOP Financial Group in Q4 2023 and held it in 3 quarters.
  • Marshall Wace's TOP Financial Group position peaked at $96.5K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held TOP Financial Group as of Q3 2024.

Based on Marshall Wace's 13F filing for Q3 2024, filed 14 Nov 2024.