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 $451M AUM 66.6% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.56B AUM 23.01% 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 $6.73T AUM 46.02% 1-Year Est. Return

PDS Planning's LOAN Position: Q2 2024 in Review

PDS Planning sold out of Manhattan Bridge Capital (LOAN) in Q2 2024, closing a stake of 98,529 shares — an estimated $97.6K sold.

PDS Planning first reported a position in LOAN in Q3 2021 and held it in 4 quarters. The position peaked at $223K in Q3 2021. 45 funds tracked by Wall St. Rank hold LOAN as of Q2 2024.

  • PDS Planning reported no remaining Manhattan Bridge Capital position as of Q2 2024 after selling out during the quarter.
  • PDS Planning sold 98,529 Manhattan Bridge Capital shares in Q2 2024, an estimated $97.6K.
  • PDS Planning first reported a position in Manhattan Bridge Capital in Q3 2021 and held it in 4 quarters.
  • PDS Planning's Manhattan Bridge Capital position peaked at $223K in Q3 2021.
  • 45 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2024.

Based on PDS Planning's 13F filing for Q2 2024, filed 8 Aug 2024.