TWM
LOAN

Thrive Wealth Management’s Manhattan Bridge Capital LOAN Stock Holding History

Thrive Wealth Management’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
Q1 		– Sell
-30,586
Closed -$163K – 177
2022
Q4 		$163K Hold
30,586
– – 0.05% 157
2022
Q3 		$173K Sell
30,586
-766
-2% -$4.26K 0.06% 142
2022
Q2 		$176K Sell
31,352
-2,659
-8% -$15K 0.06% 144
2022
Q1 		$216K Sell
34,011
-2,255
-6% -$13.1K 0.06% 146
2021
Q4 		$199K Buy
+36,266
New +$221K 0.07% 143

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
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return
FFA
Fi3 Financial Advisors Indianapolis, Indiana $418M AUM 35.26% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $675M AUM 42.06% 1-Year Est. Return

Thrive Wealth Management's LOAN Position: Q1 2023 in Review

Thrive Wealth Management sold out of Manhattan Bridge Capital (LOAN) in Q1 2023, closing a stake of 30,586 shares — an estimated $163K sold.

Thrive Wealth Management first reported a position in LOAN in Q4 2021 and held it in 5 quarters. The position peaked at $216K in Q1 2022. 40 funds tracked by Wall St. Rank hold LOAN as of Q1 2023.

  • Thrive Wealth Management reported no remaining Manhattan Bridge Capital position as of Q1 2023 after selling out during the quarter.
  • Thrive Wealth Management sold 30,586 Manhattan Bridge Capital shares in Q1 2023, an estimated $163K.
  • Thrive Wealth Management first reported a position in Manhattan Bridge Capital in Q4 2021 and held it in 5 quarters.
  • Thrive Wealth Management's Manhattan Bridge Capital position peaked at $216K in Q1 2022.
  • 40 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2023.

Based on Thrive Wealth Management's 13F filing for Q1 2023, filed 7 Apr 2023.