AR
BRD

Advisory Research’s Beard Energy Transition Acquisition Corp. BRD Stock Holding History

Advisory Research’s Portfolio BRD Stock Details BRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-92,770
Closed -$975K – 507
2023
Q2 		$975K Hold
92,770
– – 0.13% 204
2023
Q1 		$962K Sell
92,770
-6,280
-6% -$64.6K 0.16% 158
2022
Q4 		$1.01M Sell
99,050
-10,400
-10% -$105K 0.09% 161
2022
Q3 		$1.1M Sell
109,450
-13,800
-11% -$137K 0.11% 151
2022
Q2 		$1.23M Hold
123,250
– – 0.12% 137
2022
Q1 		$1.22M Buy
+123,250
New +$1.22M 0.1% 166

Other funds holding BRD

FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

Advisory Research's BRD Position: Q3 2023 in Review

Advisory Research sold out of Beard Energy Transition Acquisition Corp. (BRD) in Q3 2023, closing a stake of 92,770 shares — an estimated $975K sold.

Advisory Research first reported a position in BRD in Q1 2022 and held it in 6 quarters. The position peaked at $1.23M in Q2 2022. 23 funds tracked by Wall St. Rank hold BRD as of Q3 2023.

  • Advisory Research reported no remaining Beard Energy Transition Acquisition Corp. position as of Q3 2023 after selling out during the quarter.
  • Advisory Research sold 92,770 Beard Energy Transition Acquisition Corp. shares in Q3 2023, an estimated $975K.
  • Advisory Research first reported a position in Beard Energy Transition Acquisition Corp. in Q1 2022 and held it in 6 quarters.
  • Advisory Research's Beard Energy Transition Acquisition Corp. position peaked at $1.23M in Q2 2022.
  • 23 funds tracked by Wall St. Rank held Beard Energy Transition Acquisition Corp. as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.