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Wellington Wealth Strategies’s Merchants Bancorp MBIN Stock Holding History

Wellington Wealth Strategies’s Portfolio MBIN Stock Details MBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,687
Closed -$202K – 128
2024
Q1 		$202K Buy
+4,687
New +$196K 0.09% 140

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BFC
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American Century Companies
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Marshall Wace
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Wellington Wealth Strategies's MBIN Position: Q2 2024 in Review

Wellington Wealth Strategies sold out of Merchants Bancorp (MBIN) in Q2 2024, closing a stake of 4,687 shares — an estimated $202K sold.

Wellington Wealth Strategies first reported a position in MBIN in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 174 funds tracked by Wall St. Rank hold MBIN as of Q2 2024.

  • Wellington Wealth Strategies reported no remaining Merchants Bancorp position as of Q2 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 4,687 Merchants Bancorp shares in Q2 2024, an estimated $202K.
  • Wellington Wealth Strategies first reported a position in Merchants Bancorp in Q1 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's Merchants Bancorp position peaked at $202K in Q1 2024.
  • 174 funds tracked by Wall St. Rank held Merchants Bancorp as of Q2 2024.

Based on Wellington Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.