BHWM
EPHYU

Beaird Harris Wealth Management’s Epiphany Technology Acquisition Corp. Unit EPHYU Stock Holding History

Beaird Harris Wealth Management’s Portfolio EPHYU Stock Details EPHYU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-690
Closed -$7K – 790
2022
Q3 		$7K Hold
690
– – ﹤0.01% 321
2022
Q2 		$7K Hold
690
– – ﹤0.01% 284
2022
Q1 		$7K Hold
690
– – ﹤0.01% 397
2021
Q4 		$7K Buy
+690
New +$6.94K ﹤0.01% 446

Other funds holding EPHYU

CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Beaird Harris Wealth Management's EPHYU Position: Q4 2022 in Review

Beaird Harris Wealth Management sold out of Epiphany Technology Acquisition Corp. Unit (EPHYU) in Q4 2022, closing a stake of 690 shares — an estimated $7K sold.

Beaird Harris Wealth Management first reported a position in EPHYU in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q3 2022. 8 funds tracked by Wall St. Rank hold EPHYU as of Q4 2022.

  • Beaird Harris Wealth Management reported no remaining Epiphany Technology Acquisition Corp. Unit position as of Q4 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 690 Epiphany Technology Acquisition Corp. Unit shares in Q4 2022, an estimated $7K.
  • Beaird Harris Wealth Management first reported a position in Epiphany Technology Acquisition Corp. Unit in Q4 2021 and held it in 4 quarters.
  • Beaird Harris Wealth Management's Epiphany Technology Acquisition Corp. Unit position peaked at $7K in Q3 2022.
  • 8 funds tracked by Wall St. Rank held Epiphany Technology Acquisition Corp. Unit as of Q4 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.