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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

Fi3 Financial Advisors Indianapolis, Indiana $346M AUM 25.49% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return