SDWMA
LOAN

Schneider Downs Wealth Management Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

Schneider Downs Wealth Management Advisors’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
2021
Q4 		– Sell
-48,497
Closed -$330K – 157
2021
Q3 		$330K Buy
+48,497
New +$314K 0.09% 100

Other funds holding LOAN

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BA
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W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's LOAN Position: Q4 2021 in Review

Schneider Downs Wealth Management Advisors sold out of Manhattan Bridge Capital (LOAN) in Q4 2021, closing a stake of 48,497 shares — an estimated $330K sold.

Schneider Downs Wealth Management Advisors first reported a position in LOAN in Q3 2021 and held it in 1 quarter. The position peaked at $330K in Q3 2021. 38 funds tracked by Wall St. Rank hold LOAN as of Q4 2021.

  • Schneider Downs Wealth Management Advisors reported no remaining Manhattan Bridge Capital position as of Q4 2021 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 48,497 Manhattan Bridge Capital shares in Q4 2021, an estimated $330K.
  • Schneider Downs Wealth Management Advisors first reported a position in Manhattan Bridge Capital in Q3 2021 and held it in 1 quarter.
  • Schneider Downs Wealth Management Advisors's Manhattan Bridge Capital position peaked at $330K in Q3 2021.
  • 38 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q4 2021.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.