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Ancora Advisors’s Volato Group SOAR Stock Holding History

Ancora Advisors’s Portfolio SOAR Stock Details SOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8
Closed -$2K – 2049
2022
Q4 		$2K Sell
8
-260
-97% -$65.3K ﹤0.01% 1607
2022
Q3 		$67K Hold
268
– – ﹤0.01% 1003
2022
Q2 		$66K Buy
268
+8
+3% +$1.98K ﹤0.01% 1089
2022
Q1 		$64K Buy
+260
New +$64.1K ﹤0.01% 1153

Other funds holding SOAR

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Ancora Advisors's SOAR Position: Q1 2023 in Review

Ancora Advisors sold out of Volato Group (SOAR) in Q1 2023, closing a stake of 8 shares — an estimated $2K sold.

Ancora Advisors first reported a position in SOAR in Q1 2022 and held it in 4 quarters. The position peaked at $67K in Q3 2022. 70 funds tracked by Wall St. Rank hold SOAR as of Q1 2023.

  • Ancora Advisors reported no remaining Volato Group position as of Q1 2023 after selling out during the quarter.
  • Ancora Advisors sold 8 Volato Group shares in Q1 2023, an estimated $2K.
  • Ancora Advisors first reported a position in Volato Group in Q1 2022 and held it in 4 quarters.
  • Ancora Advisors's Volato Group position peaked at $67K in Q3 2022.
  • 70 funds tracked by Wall St. Rank held Volato Group as of Q1 2023.

Based on Ancora Advisors's 13F filing for Q1 2023, filed 16 May 2023.