Northwestern Mutual Wealth Management
ML

Northwestern Mutual Wealth Management’s MoneyLion Inc. ML Stock Holding History

Northwestern Mutual Wealth Management’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
2023
Q4 		– Sell
-54
Closed -$1.17K – 3742
2023
Q3 		$1.17K Buy
+54
New +$893 ﹤0.01% 3019
2021
Q3 		– Sell
-17
Closed -$5K – 3297
2021
Q2 		$5K Buy
+17
New +$5.07K ﹤0.01% 2670

Other funds holding ML

SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Northwestern Mutual Wealth Management's ML Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of MoneyLion Inc. (ML) in Q4 2023, closing a stake of 54 shares — an estimated $1.17K sold.

Northwestern Mutual Wealth Management first reported a position in ML in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 70 funds tracked by Wall St. Rank hold ML as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining MoneyLion Inc. position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 54 MoneyLion Inc. shares in Q4 2023, an estimated $1.17K.
  • Northwestern Mutual Wealth Management first reported a position in MoneyLion Inc. in Q2 2021 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's MoneyLion Inc. position peaked at $5K in Q2 2021.
  • 70 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.