Wealthspire Advisors (New York)’s MoneyLion Inc. ML Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ML Stock Details ML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,540	Closed	-$260K	–	777
2024 Q2	$260K	Buy	+3,540	New	+$278K	﹤0.01%	569
2023 Q2	–	Sell	-710	Closed	-$12.1K	–	576
2023 Q1	$12.1K	Buy	710 +333	+88%	+$6.92K	﹤0.01%	530
2022 Q4	$7.01K	Sell	377 -666	-64%	-$16.4K	﹤0.01%	579
2022 Q3	$28K	Hold	1,043	–	–	﹤0.01%	505
2022 Q2	$41K	Buy	+1,043	New	+$55.4K	﹤0.01%	490

Other funds holding ML

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

StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return

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

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

MHP

Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Wealthspire Advisors (New York)'s ML Position: Q3 2024 in Review

Wealthspire Advisors (New York) sold out of MoneyLion Inc. (ML) in Q3 2024, closing a stake of 3,540 shares — an estimated $260K sold.

Wealthspire Advisors (New York) first reported a position in ML in Q2 2022 and held it in 5 quarters. The position peaked at $260K in Q2 2024. 114 funds tracked by Wall St. Rank hold ML as of Q3 2024.

Wealthspire Advisors (New York) reported no remaining MoneyLion Inc. position as of Q3 2024 after selling out during the quarter.
Wealthspire Advisors (New York) sold 3,540 MoneyLion Inc. shares in Q3 2024, an estimated $260K.
Wealthspire Advisors (New York) first reported a position in MoneyLion Inc. in Q2 2022 and held it in 5 quarters.
Wealthspire Advisors (New York)'s MoneyLion Inc. position peaked at $260K in Q2 2024.
114 funds tracked by Wall St. Rank held MoneyLion Inc. as of Q3 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2024, filed 13 Nov 2024.