SIA
LOAN

Soltis Investment Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

Soltis Investment 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
2023
Q4 		– Sell
-81,100
Closed -$389K – 293
2023
Q3 		$389K Buy
+81,100
New +$389K 0.05% 190

Other funds holding LOAN

BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 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
TFA
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

Soltis Investment Advisors's LOAN Position: Q4 2023 in Review

Soltis Investment Advisors sold out of Manhattan Bridge Capital (LOAN) in Q4 2023, closing a stake of 81,100 shares — an estimated $389K sold.

Soltis Investment Advisors first reported a position in LOAN in Q3 2023 and held it in 1 quarter. The position peaked at $389K in Q3 2023. 41 funds tracked by Wall St. Rank hold LOAN as of Q4 2023.

  • Soltis Investment Advisors reported no remaining Manhattan Bridge Capital position as of Q4 2023 after selling out during the quarter.
  • Soltis Investment Advisors sold 81,100 Manhattan Bridge Capital shares in Q4 2023, an estimated $389K.
  • Soltis Investment Advisors first reported a position in Manhattan Bridge Capital in Q3 2023 and held it in 1 quarter.
  • Soltis Investment Advisors's Manhattan Bridge Capital position peaked at $389K in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q4 2023.

Based on Soltis Investment Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.