SPIA
MBAI

Steward Partners Investment Advisory’s Check-Cap MBAI Stock Holding History

Steward Partners Investment Advisory’s Portfolio MBAI Stock Details MBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-25
Closed -$32 – 3990
2024
Q3 		$32 Buy
+25
New +$47 ﹤0.01% 3706
2021
Q4 		– Sell
-300
Closed -$5K – 3195
2021
Q3 		$5K Hold
300
– – ﹤0.01% 2795
2021
Q2 		$8K Hold
300
– – ﹤0.01% 6305
2021
Q1 		$10.6K Buy
+300
New +$10.3K ﹤0.01% 2758
2020
Q3 		– Sell
-50
Closed -$1K – 2744
2020
Q2 		$1K Hold
50
– – ﹤0.01% 2544
2020
Q1 		$1K Hold
50
– – ﹤0.01% 2362
2019
Q4 		$1K Hold
50
– – ﹤0.01% 2493
2019
Q3 		$1K Hold
50
– – ﹤0.01% 2503
2019
Q2 		$2K Buy
+50
New +$2.44K ﹤0.01% 2414

Other funds holding MBAI

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Steward Partners Investment Advisory's MBAI Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Check-Cap (MBAI) in Q4 2024, closing a stake of 25 shares — an estimated $32 sold.

Steward Partners Investment Advisory first reported a position in MBAI in Q2 2019 and held it in 9 quarters. The position peaked at $10.6K in Q1 2021. 17 funds tracked by Wall St. Rank hold MBAI as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Check-Cap position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 25 Check-Cap shares in Q4 2024, an estimated $32.
  • Steward Partners Investment Advisory first reported a position in Check-Cap in Q2 2019 and held it in 9 quarters.
  • Steward Partners Investment Advisory's Check-Cap position peaked at $10.6K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Check-Cap as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.