SWG
MSPRW

Summit Wealth Group’s MSP Recovery Inc Warrant MSPRW Stock Holding History

Summit Wealth Group’s Portfolio MSPRW Stock Details MSPRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-150,000
Closed – – 105
2024
Q3 		$0 Hold
150,000
– – ﹤0.01% 99
2024
Q2 		$1K Buy
+150,000
New +$705 ﹤0.01% 96

Other funds holding MSPRW

POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $1.28B AUM 89.11% 1-Year Est. Return
KC
Kepos Capital New York $73.4M AUM 4.78% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Summit Wealth Group's MSPRW Position: Q4 2024 in Review

Summit Wealth Group sold out of MSP Recovery Inc Warrant (MSPRW) in Q4 2024, closing a stake of 150,000 shares.

Summit Wealth Group first reported a position in MSPRW in Q2 2024 and held it in 2 quarters. The position peaked at $1K in Q2 2024. 21 funds tracked by Wall St. Rank hold MSPRW as of Q4 2024.

  • Summit Wealth Group reported no remaining MSP Recovery Inc Warrant position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Group sold 150,000 MSP Recovery Inc Warrant shares in Q4 2024.
  • Summit Wealth Group first reported a position in MSP Recovery Inc Warrant in Q2 2024 and held it in 2 quarters.
  • Summit Wealth Group's MSP Recovery Inc Warrant position peaked at $1K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held MSP Recovery Inc Warrant as of Q4 2024.

Based on Summit Wealth Group's 13F filing for Q4 2024, filed 4 Feb 2025.