AR
FMIVU

Advisory Research’s Forum Merger IV Corporation Unit FMIVU Stock Holding History

Advisory Research’s Portfolio FMIVU Stock Details FMIVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-75,000
Closed -$742K – 403
2021
Q1 		$742K Buy
+75,000
New +$746K 0.05% 232

Other funds holding FMIVU

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Advisory Research's FMIVU Position: Q2 2021 in Review

Advisory Research sold out of Forum Merger IV Corporation Unit (FMIVU) in Q2 2021, closing a stake of 75,000 shares — an estimated $742K sold.

Advisory Research first reported a position in FMIVU in Q1 2021 and held it in 1 quarter. The position peaked at $742K in Q1 2021. 42 funds tracked by Wall St. Rank hold FMIVU as of Q2 2021.

  • Advisory Research reported no remaining Forum Merger IV Corporation Unit position as of Q2 2021 after selling out during the quarter.
  • Advisory Research sold 75,000 Forum Merger IV Corporation Unit shares in Q2 2021, an estimated $742K.
  • Advisory Research first reported a position in Forum Merger IV Corporation Unit in Q1 2021 and held it in 1 quarter.
  • Advisory Research's Forum Merger IV Corporation Unit position peaked at $742K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held Forum Merger IV Corporation Unit as of Q2 2021.

Based on Advisory Research's 13F filing for Q2 2021, filed 16 Aug 2021.