WAP
LOAN

Wealthcare Advisory Partners’s Manhattan Bridge Capital LOAN Stock Holding History

Wealthcare Advisory Partners’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
2025
Q1 		– Sell
-37,158
Closed -$208K – 931
2024
Q4 		$208K Sell
37,158
-1,015
-3% -$5.54K 0.01% 849
2024
Q3 		$213K Sell
38,173
-4,813
-11% -$25.4K 0.01% 813
2024
Q2 		$221K Sell
42,986
-2,361
-5% -$12.1K 0.01% 759
2024
Q1 		$229K Sell
45,347
-8,902
-16% -$42.8K 0.01% 739
2023
Q4 		$51.6K Buy
+54,249
New +$253K ﹤0.01% 743

Other funds holding LOAN

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MGIA
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
HR
Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return