PS
LOAN

Portfolio Strategies’s Manhattan Bridge Capital LOAN Stock Holding History

Portfolio Strategies’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
-302,507
Closed -$303K – 87
2024
Q1 		$303K Buy
+302,507
New +$1.45M 0.02% 112

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 $5.72T AUM 30.48% 1-Year Est. Return

Portfolio Strategies's LOAN Position: Q2 2024 in Review

Portfolio Strategies sold out of Manhattan Bridge Capital (LOAN) in Q2 2024, closing a stake of 302,507 shares — an estimated $303K sold.

Portfolio Strategies first reported a position in LOAN in Q1 2024 and held it in 1 quarter. The position peaked at $303K in Q1 2024. 45 funds tracked by Wall St. Rank hold LOAN as of Q2 2024.

  • Portfolio Strategies reported no remaining Manhattan Bridge Capital position as of Q2 2024 after selling out during the quarter.
  • Portfolio Strategies sold 302,507 Manhattan Bridge Capital shares in Q2 2024, an estimated $303K.
  • Portfolio Strategies first reported a position in Manhattan Bridge Capital in Q1 2024 and held it in 1 quarter.
  • Portfolio Strategies's Manhattan Bridge Capital position peaked at $303K in Q1 2024.
  • 45 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.