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 $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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
HR
Hardy Reed Tupelo, Mississippi $1.56B AUM 23.01% 1-Year Est. Return

Wealthcare Advisory Partners's LOAN Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of Manhattan Bridge Capital (LOAN) in Q1 2025, closing a stake of 37,158 shares — an estimated $208K sold.

Wealthcare Advisory Partners first reported a position in LOAN in Q4 2023 and held it in 5 quarters. The position peaked at $229K in Q1 2024. 48 funds tracked by Wall St. Rank hold LOAN as of Q1 2025.

  • Wealthcare Advisory Partners reported no remaining Manhattan Bridge Capital position as of Q1 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 37,158 Manhattan Bridge Capital shares in Q1 2025, an estimated $208K.
  • Wealthcare Advisory Partners first reported a position in Manhattan Bridge Capital in Q4 2023 and held it in 5 quarters.
  • Wealthcare Advisory Partners's Manhattan Bridge Capital position peaked at $229K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.