AR
FMIV

Advisory Research’s Forum Merger IV Corporation Class A Common stock FMIV Stock Holding History

Advisory Research’s Portfolio FMIV Stock Details FMIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-69,722
Closed -$680K – 406
2021
Q3 		$680K Sell
69,722
-5,598
-7% -$54.5K 0.04% 229
2021
Q2 		$736K Buy
+75,320
New +$735K 0.05% 235

Other funds holding FMIV

HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RIA
RP Investment Advisors Toronto, Ontario, Canada $900K AUM 17.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Advisory Research's FMIV Position: Q4 2021 in Review

Advisory Research sold out of Forum Merger IV Corporation Class A Common stock (FMIV) in Q4 2021, closing a stake of 69,722 shares — an estimated $680K sold.

Advisory Research first reported a position in FMIV in Q2 2021 and held it in 2 quarters. The position peaked at $736K in Q2 2021. 73 funds tracked by Wall St. Rank hold FMIV as of Q4 2021.

  • Advisory Research reported no remaining Forum Merger IV Corporation Class A Common stock position as of Q4 2021 after selling out during the quarter.
  • Advisory Research sold 69,722 Forum Merger IV Corporation Class A Common stock shares in Q4 2021, an estimated $680K.
  • Advisory Research first reported a position in Forum Merger IV Corporation Class A Common stock in Q2 2021 and held it in 2 quarters.
  • Advisory Research's Forum Merger IV Corporation Class A Common stock position peaked at $736K in Q2 2021.
  • 73 funds tracked by Wall St. Rank held Forum Merger IV Corporation Class A Common stock as of Q4 2021.

Based on Advisory Research's 13F filing for Q4 2021, filed 11 Feb 2022.