Boaz Weinstein’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Boaz Weinstein’s Portfolio FINS Stock Details FINS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-469,649	Closed	-$5.65M	–	503
2023 Q3	$5.65M	Buy	469,649 +24,644	+6%	+$292K	0.14%	137
2023 Q2	$5.26M	Sell	445,005 -192,000	-30%	-$2.3M	0.14%	154
2023 Q1	$7.85M	Buy	637,005 +173,251	+37%	+$2.24M	0.15%	203
2022 Q4	$5.94M	Buy	463,754 +351,359	+313%	+$4.55M	0.08%	366
2022 Q3	$1.51M	Buy	112,395 +18,357	+20%	+$262K	0.02%	656
2022 Q2	$1.37M	Buy	+94,038	New	+$1.39M	0.02%	693
2020 Q2	–	Sell	-34,689	Closed	-$593K	–	132
2020 Q1	$593K	Buy	+34,689	New	+$686K	0.03%	126

Other funds holding FINS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EPM

Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return

Boaz Weinstein's FINS Position: Q4 2023 in Review

Boaz Weinstein sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q4 2023, closing a stake of 469,649 shares — an estimated $5.65M sold.

Boaz Weinstein first reported a position in FINS in Q1 2020 and held it in 7 quarters. The position peaked at $7.85M in Q1 2023. 40 funds tracked by Wall St. Rank hold FINS as of Q4 2023.

Boaz Weinstein reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q4 2023 after selling out during the quarter.
Boaz Weinstein sold 469,649 Angel Oak Financial Strategies Income Term Trust shares in Q4 2023, an estimated $5.65M.
Boaz Weinstein first reported a position in Angel Oak Financial Strategies Income Term Trust in Q1 2020 and held it in 7 quarters.
Boaz Weinstein's Angel Oak Financial Strategies Income Term Trust position peaked at $7.85M in Q1 2023.
40 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2023.

Based on Saba Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.