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Michael Gelband’s FinWise Bancorp FINW Stock Holding History

Michael Gelband’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
2024
Q1 		– Sell
-12,771
Closed -$183K – 1634
2023
Q4 		$183K Buy
+12,771
New +$136K ﹤0.01% 1293

Other funds holding FINW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Michael Gelband's FINW Position: Q1 2024 in Review

Michael Gelband sold out of FinWise Bancorp (FINW) in Q1 2024, closing a stake of 12,771 shares — an estimated $183K sold.

Michael Gelband first reported a position in FINW in Q4 2023 and held it in 1 quarter. The position peaked at $183K in Q4 2023. 32 funds tracked by Wall St. Rank hold FINW as of Q1 2024.

  • Michael Gelband reported no remaining FinWise Bancorp position as of Q1 2024 after selling out during the quarter.
  • Michael Gelband sold 12,771 FinWise Bancorp shares in Q1 2024, an estimated $183K.
  • Michael Gelband first reported a position in FinWise Bancorp in Q4 2023 and held it in 1 quarter.
  • Michael Gelband's FinWise Bancorp position peaked at $183K in Q4 2023.
  • 32 funds tracked by Wall St. Rank held FinWise Bancorp as of Q1 2024.

Based on ExodusPoint Capital Management's 13F filing for Q1 2024, filed 14 May 2024.