CAPTRUST Financial Advisors
MNTN

CAPTRUST Financial Advisors’s Everest Consolidator Acquisition Corporation MNTN Stock Holding History

CAPTRUST Financial Advisors’s Portfolio MNTN Stock Details MNTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-28,979
Closed -$309K – 2779
2023
Q2 		$309K Hold
28,979
– – ﹤0.01% 1950
2023
Q1 		$302K Buy
+28,979
New +$300K ﹤0.01% 1735

Other funds holding MNTN

FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

CAPTRUST Financial Advisors's MNTN Position: Q3 2023 in Review

CAPTRUST Financial Advisors sold out of Everest Consolidator Acquisition Corporation (MNTN) in Q3 2023, closing a stake of 28,979 shares — an estimated $309K sold.

CAPTRUST Financial Advisors first reported a position in MNTN in Q1 2023 and held it in 2 quarters. The position peaked at $309K in Q2 2023. 35 funds tracked by Wall St. Rank hold MNTN as of Q3 2023.

  • CAPTRUST Financial Advisors reported no remaining Everest Consolidator Acquisition Corporation position as of Q3 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 28,979 Everest Consolidator Acquisition Corporation shares in Q3 2023, an estimated $309K.
  • CAPTRUST Financial Advisors first reported a position in Everest Consolidator Acquisition Corporation in Q1 2023 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Everest Consolidator Acquisition Corporation position peaked at $309K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held Everest Consolidator Acquisition Corporation as of Q3 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.