CAPTRUST Financial Advisors
FINMU

CAPTRUST Financial Advisors’s Marlin Technology Corporation Unit FINMU Stock Holding History

CAPTRUST Financial Advisors’s Portfolio FINMU Stock Details FINMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-29,537
Closed -$295K – 5018
2021
Q3 		$295K Hold
29,537
– – ﹤0.01% 1309
2021
Q2 		$297K Buy
+29,537
New +$295K ﹤0.01% 1281

Other funds holding FINMU

BCL
Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
CCM
Context Capital Management Lajolla, California $4.33B AUM 1.35% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
SGM
Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors's FINMU Position: Q4 2021 in Review

CAPTRUST Financial Advisors sold out of Marlin Technology Corporation Unit (FINMU) in Q4 2021, closing a stake of 29,537 shares — an estimated $295K sold.

CAPTRUST Financial Advisors first reported a position in FINMU in Q2 2021 and held it in 2 quarters. The position peaked at $297K in Q2 2021. 34 funds tracked by Wall St. Rank hold FINMU as of Q4 2021.

  • CAPTRUST Financial Advisors reported no remaining Marlin Technology Corporation Unit position as of Q4 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 29,537 Marlin Technology Corporation Unit shares in Q4 2021, an estimated $295K.
  • CAPTRUST Financial Advisors first reported a position in Marlin Technology Corporation Unit in Q2 2021 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Marlin Technology Corporation Unit position peaked at $297K in Q2 2021.
  • 34 funds tracked by Wall St. Rank held Marlin Technology Corporation Unit as of Q4 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.