Nisa Investment Advisors
ML

Nisa Investment Advisors’s MoneyLion Inc. ML Stock Holding History

Nisa Investment Advisors’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-40
Closed -$3.46K – 3132
2025
Q1 		$3.46K Buy
40
+3
+8% +$261 ﹤0.01% 2332
2024
Q4 		$3.18K Buy
37
+23
+164% +$1.55K ﹤0.01% 2374
2024
Q3 		$582 Buy
+14
New +$759 ﹤0.01% 2694

Other funds holding ML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nisa Investment Advisors's ML Position: Q2 2025 in Review

Nisa Investment Advisors sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 40 shares — an estimated $3.46K sold.

Nisa Investment Advisors first reported a position in ML in Q3 2024 and held it in 3 quarters. The position peaked at $3.46K in Q1 2025. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

  • Nisa Investment Advisors reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 40 MoneyLion Inc. shares in Q2 2025, an estimated $3.46K.
  • Nisa Investment Advisors first reported a position in MoneyLion Inc. in Q3 2024 and held it in 3 quarters.
  • Nisa Investment Advisors's MoneyLion Inc. position peaked at $3.46K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on Nisa Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.