SWM
ML

Spire Wealth Management’s MoneyLion Inc. ML Stock Holding History

Spire Wealth Management’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$1.7K – 2573
2023
Q1 		$1.7K Hold
100
– – ﹤0.01% 2294
2022
Q4 		$2K Hold
100
– – ﹤0.01% 2128
2022
Q3 		$3K Hold
100
– – ﹤0.01% 1914
2022
Q2 		$4K Buy
+100
New +$5.31K ﹤0.01% 2236

Other funds holding ML

SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CPX
Canaan Partners X Menlo Park, California $74.7M AUM 151.56% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CPX
Canaan Partners XI Menlo Park, California $76.1M AUM 638.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Spire Wealth Management's ML Position: Q2 2023 in Review

Spire Wealth Management sold out of MoneyLion Inc. (ML) in Q2 2023, closing a stake of 100 shares — an estimated $1.7K sold.

Spire Wealth Management first reported a position in ML in Q2 2022 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 38 funds tracked by Wall St. Rank hold ML as of Q2 2023.

  • Spire Wealth Management reported no remaining MoneyLion Inc. position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 100 MoneyLion Inc. shares in Q2 2023, an estimated $1.7K.
  • Spire Wealth Management first reported a position in MoneyLion Inc. in Q2 2022 and held it in 4 quarters.
  • Spire Wealth Management's MoneyLion Inc. position peaked at $4K in Q2 2022.
  • 38 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.