CFA
EPHYU

Carroll Financial Associates’s Epiphany Technology Acquisition Corp. Unit EPHYU Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$6K Hold
645
– – ﹤0.01% 1317
2021
Q3 		$6K Hold
645
– – ﹤0.01% 1355
2021
Q2 		$6K Buy
+645
New +$6.47K ﹤0.01% 1417

Other funds holding EPHYU

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
SRCM
Sage Rock Capital Management New York $22.3M AUM 4.09% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.57% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
WC
Wealthspring Capital West Harrison, New York $448M AUM 8.34% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.72% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Carroll Financial Associates's EPHYU Position: Q4 2021 in Review

Carroll Financial Associates held its Epiphany Technology Acquisition Corp. Unit (EPHYU) position steady in Q4 2021 at 645 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Carroll Financial Associates first reported a position in EPHYU in Q2 2021 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold EPHYU as of Q4 2021.

  • Carroll Financial Associates held 645 shares of Epiphany Technology Acquisition Corp. Unit worth $6K as of Q4 2021.
  • Carroll Financial Associates left its Epiphany Technology Acquisition Corp. Unit share count unchanged in Q4 2021.
  • Epiphany Technology Acquisition Corp. Unit made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1317 holding.
  • Carroll Financial Associates first reported a position in Epiphany Technology Acquisition Corp. Unit in Q2 2021 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Epiphany Technology Acquisition Corp. Unit as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.