PP
LOAN

PDS Planning’s Manhattan Bridge Capital LOAN Stock Holding History

PDS Planning’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-98,529
Closed -$97.6K – 407
2024
Q1 		$97.6K Buy
+98,529
New +$473K 0.01% 379
2022
Q2 		– Sell
-27,891
Closed -$177K – 239
2022
Q1 		$177K Sell
27,891
-2,687
-9% -$15.6K 0.03% 217
2021
Q4 		$168K Sell
30,578
-2,274
-7% -$13.9K 0.03% 203
2021
Q3 		$223K Buy
+32,852
New +$213K 0.05% 171

Other funds holding LOAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return