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Windsor Wealth Management’s Merchants Bancorp MBIN Stock Holding History

Windsor Wealth Management’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
2021
Q4 		– Sell
-37,995
Closed -$1.03M – 242
2021
Q3 		$1.03M Buy
37,995
+159
+0.4% +$3.95K 0.22% 102
2021
Q2 		$990K Buy
37,836
+7,548
+25% +$209K 0.21% 98
2021
Q1 		$847K Buy
+30,288
New +$702K 0.2% 99

Other funds holding MBIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Windsor Wealth Management's MBIN Position: Q4 2021 in Review

Windsor Wealth Management sold out of Merchants Bancorp (MBIN) in Q4 2021, closing a stake of 37,995 shares — an estimated $1.03M sold.

Windsor Wealth Management first reported a position in MBIN in Q1 2021 and held it in 3 quarters. The position peaked at $1.03M in Q3 2021. 114 funds tracked by Wall St. Rank hold MBIN as of Q4 2021.

  • Windsor Wealth Management reported no remaining Merchants Bancorp position as of Q4 2021 after selling out during the quarter.
  • Windsor Wealth Management sold 37,995 Merchants Bancorp shares in Q4 2021, an estimated $1.03M.
  • Windsor Wealth Management first reported a position in Merchants Bancorp in Q1 2021 and held it in 3 quarters.
  • Windsor Wealth Management's Merchants Bancorp position peaked at $1.03M in Q3 2021.
  • 114 funds tracked by Wall St. Rank held Merchants Bancorp as of Q4 2021.

Based on Windsor Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.