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MBE Wealth Management’s Pagaya Technologies PGY Stock Holding History

MBE Wealth Management’s Portfolio PGY Stock Details PGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,875
Closed -$31.1K – 97
2023
Q4 		$31.1K Buy
+1,875
New +$30.6K 0.02% 93
2023
Q3 		– Sell
-1,042
Closed -$17.5K – 89
2023
Q2 		$17.5K Buy
+1,042
New +$13K 0.01% 85

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YSP
Yarra Square Partners New York $111M AUM 41.61% 1-Year Est. Return

MBE Wealth Management's PGY Position: Q1 2024 in Review

MBE Wealth Management sold out of Pagaya Technologies (PGY) in Q1 2024, closing a stake of 1,875 shares — an estimated $31.1K sold.

MBE Wealth Management first reported a position in PGY in Q2 2023 and held it in 2 quarters. The position peaked at $31.1K in Q4 2023. 85 funds tracked by Wall St. Rank hold PGY as of Q1 2024.

  • MBE Wealth Management reported no remaining Pagaya Technologies position as of Q1 2024 after selling out during the quarter.
  • MBE Wealth Management sold 1,875 Pagaya Technologies shares in Q1 2024, an estimated $31.1K.
  • MBE Wealth Management first reported a position in Pagaya Technologies in Q2 2023 and held it in 2 quarters.
  • MBE Wealth Management's Pagaya Technologies position peaked at $31.1K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held Pagaya Technologies as of Q1 2024.

Based on MBE Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.