CAPTRUST Financial Advisors
SFR

CAPTRUST Financial Advisors’s Appreciate Holdings, Inc. Class A Common Stock SFR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SFR Stock Details SFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-39,848
Closed -$396K – 2231
2022
Q3 		$396K Hold
39,848
– – ﹤0.01% 1369
2022
Q2 		$393K Sell
39,848
-10,942
-22% -$108K ﹤0.01% 1263
2022
Q1 		$498K Hold
50,790
– – ﹤0.01% 1154
2021
Q4 		$495K Hold
50,790
– – ﹤0.01% 1130
2021
Q3 		$498K Buy
+50,790
New +$494K ﹤0.01% 1037

Other funds holding SFR

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
CCFM
Cohen & Co Financial Management New York $18.3M AUM 73.48% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors's SFR Position: Q4 2022 in Review

CAPTRUST Financial Advisors sold out of Appreciate Holdings, Inc. Class A Common Stock (SFR) in Q4 2022, closing a stake of 39,848 shares — an estimated $396K sold.

CAPTRUST Financial Advisors first reported a position in SFR in Q3 2021 and held it in 5 quarters. The position peaked at $498K in Q1 2022. 10 funds tracked by Wall St. Rank hold SFR as of Q4 2022.

  • CAPTRUST Financial Advisors reported no remaining Appreciate Holdings, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 39,848 Appreciate Holdings, Inc. Class A Common Stock shares in Q4 2022, an estimated $396K.
  • CAPTRUST Financial Advisors first reported a position in Appreciate Holdings, Inc. Class A Common Stock in Q3 2021 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's Appreciate Holdings, Inc. Class A Common Stock position peaked at $498K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Appreciate Holdings, Inc. Class A Common Stock as of Q4 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.