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

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

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

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 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

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Geode Capital Management

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

Waddell & Associates Memphis, Tennessee $1.77B AUM 35.55% 1-Year Est. Return

Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return