RWM
LOAN

Ritholtz Wealth Management’s Manhattan Bridge Capital LOAN Stock Holding History

Ritholtz Wealth Management’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
Q3 		– Sell
-10,815
Closed -$55.6K – 891
2024
Q2 		$55.6K Hold
10,815
– – ﹤0.01% 814
2024
Q1 		$54.7K Hold
10,815
– – ﹤0.01% 784
2023
Q4 		$53.8K Hold
10,815
– – ﹤0.01% 749
2023
Q3 		$51.9K Hold
10,815
– – ﹤0.01% 693
2023
Q2 		$54.6K Hold
10,815
– – ﹤0.01% 662
2023
Q1 		$56K Hold
10,815
– – ﹤0.01% 634
2022
Q4 		$57.6K Hold
10,815
– – ﹤0.01% 566
2022
Q3 		$61K Hold
10,815
– – ﹤0.01% 700
2022
Q2 		$61K Hold
10,815
– – ﹤0.01% 534
2022
Q1 		$69K Hold
10,815
– – ﹤0.01% 537
2021
Q4 		$59K Hold
10,815
– – ﹤0.01% 543
2021
Q3 		$74K Buy
+10,815
New +$70K 0.01% 500

Other funds holding LOAN

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return

Ritholtz Wealth Management's LOAN Position: Q3 2024 in Review

Ritholtz Wealth Management sold out of Manhattan Bridge Capital (LOAN) in Q3 2024, closing a stake of 10,815 shares — an estimated $55.6K sold.

Ritholtz Wealth Management first reported a position in LOAN in Q3 2021 and held it in 12 quarters. The position peaked at $74K in Q3 2021. 45 funds tracked by Wall St. Rank hold LOAN as of Q3 2024.

  • Ritholtz Wealth Management reported no remaining Manhattan Bridge Capital position as of Q3 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 10,815 Manhattan Bridge Capital shares in Q3 2024, an estimated $55.6K.
  • Ritholtz Wealth Management first reported a position in Manhattan Bridge Capital in Q3 2021 and held it in 12 quarters.
  • Ritholtz Wealth Management's Manhattan Bridge Capital position peaked at $74K in Q3 2021.
  • 45 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q3 2024.

Based on Ritholtz Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.