NWMP
MPV

Noble Wealth Management PBC’s Barings Participation Investors MPV Stock Holding History

Noble Wealth Management PBC’s Portfolio MPV Stock Details MPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,000
Closed -$34.2K – 509
2024
Q4 		$34.2K Buy
+2,000
New +$33.9K 0.02% 225

Other funds holding MPV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Noble Wealth Management PBC's MPV Position: Q1 2025 in Review

Noble Wealth Management PBC sold out of Barings Participation Investors (MPV) in Q1 2025, closing a stake of 2,000 shares — an estimated $34.2K sold.

Noble Wealth Management PBC first reported a position in MPV in Q4 2024 and held it in 1 quarter. The position peaked at $34.2K in Q4 2024. 35 funds tracked by Wall St. Rank hold MPV as of Q1 2025.

  • Noble Wealth Management PBC reported no remaining Barings Participation Investors position as of Q1 2025 after selling out during the quarter.
  • Noble Wealth Management PBC sold 2,000 Barings Participation Investors shares in Q1 2025, an estimated $34.2K.
  • Noble Wealth Management PBC first reported a position in Barings Participation Investors in Q4 2024 and held it in 1 quarter.
  • Noble Wealth Management PBC's Barings Participation Investors position peaked at $34.2K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Barings Participation Investors as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.