TFA
LOAN

Tobias Financial Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

Tobias Financial Advisors’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
2024
Q3 		– Sell
-34,041
Closed -$175K – 109
2024
Q2 		$175K Sell
34,041
-2,516
-7% -$12.9K 0.04% 99
2024
Q1 		$185K Sell
36,557
-2,116
-5% -$10.2K 0.04% 97
2023
Q4 		$192K Sell
38,673
-2,424
-6% -$11.3K 0.05% 92
2023
Q3 		$197K Sell
41,097
-2,039
-5% -$9.79K 0.05% 85
2023
Q2 		$218K Sell
43,136
-2,003
-4% -$9.94K 0.06% 88
2023
Q1 		$234K Sell
45,139
-2,295
-5% -$12.7K 0.07% 75
2022
Q4 		$253K Sell
47,434
-2,248
-5% -$12.5K 0.08% 70
2022
Q3 		$280K Buy
+49,682
New +$276K 0.1% 69

Other funds holding LOAN

GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.56B AUM 23.01% 1-Year Est. Return

Tobias Financial Advisors's LOAN Position: Q3 2024 in Review

Tobias Financial Advisors sold out of Manhattan Bridge Capital (LOAN) in Q3 2024, closing a stake of 34,041 shares — an estimated $175K sold.

Tobias Financial Advisors first reported a position in LOAN in Q3 2022 and held it in 8 quarters. The position peaked at $280K in Q3 2022. 45 funds tracked by Wall St. Rank hold LOAN as of Q3 2024.

  • Tobias Financial Advisors reported no remaining Manhattan Bridge Capital position as of Q3 2024 after selling out during the quarter.
  • Tobias Financial Advisors sold 34,041 Manhattan Bridge Capital shares in Q3 2024, an estimated $175K.
  • Tobias Financial Advisors first reported a position in Manhattan Bridge Capital in Q3 2022 and held it in 8 quarters.
  • Tobias Financial Advisors's Manhattan Bridge Capital position peaked at $280K in Q3 2022.
  • 45 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q3 2024.

Based on Tobias Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.