Waypoint Capital Advisors’s Sezzle SEZL Stock Holding History

Waypoint Capital Advisors’s Portfolio SEZL Stock Details SEZL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-596,094	Closed	-$1.3M	–	120
2023 Q3	$1.3M	Buy	+596,094	New	+$1.9M	0.44%	46

Other funds holding SEZL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Waypoint Capital Advisors's SEZL Position: Q4 2023 in Review

Waypoint Capital Advisors sold out of Sezzle (SEZL) in Q4 2023, closing a stake of 596,094 shares — an estimated $1.3M sold.

Waypoint Capital Advisors first reported a position in SEZL in Q3 2023 and held it in 1 quarter. The position peaked at $1.3M in Q3 2023. 11 funds tracked by Wall St. Rank hold SEZL as of Q4 2023.

Waypoint Capital Advisors reported no remaining Sezzle position as of Q4 2023 after selling out during the quarter.
Waypoint Capital Advisors sold 596,094 Sezzle shares in Q4 2023, an estimated $1.3M.
Waypoint Capital Advisors first reported a position in Sezzle in Q3 2023 and held it in 1 quarter.
Waypoint Capital Advisors's Sezzle position peaked at $1.3M in Q3 2023.
11 funds tracked by Wall St. Rank held Sezzle as of Q4 2023.

Based on Waypoint Capital Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.