CWM
LEGAU

Castle Wealth Management’s Lead Edge Growth Opportunities, Ltd Units LEGAU Stock Holding History

Castle Wealth Management’s Portfolio LEGAU Stock Details LEGAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-25
Closed – – 716
2022
Q3 		$0 Hold
25
– – ﹤0.01% 764
2022
Q2 		$0 Buy
+25
New +$246 ﹤0.01% 724

Other funds holding LEGAU

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GPC
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SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
WC
Wealthspring Capital West Harrison, New York $448M AUM 8.38% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
GAM
Gritstone Asset Management Bethesda, Maryland $104M AUM 6.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

Castle Wealth Management's LEGAU Position: Q4 2022 in Review

Castle Wealth Management sold out of Lead Edge Growth Opportunities, Ltd Units (LEGAU) in Q4 2022, closing a stake of 25 shares.

Castle Wealth Management first reported a position in LEGAU in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 17 funds tracked by Wall St. Rank hold LEGAU as of Q4 2022.

  • Castle Wealth Management reported no remaining Lead Edge Growth Opportunities, Ltd Units position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 25 Lead Edge Growth Opportunities, Ltd Units shares in Q4 2022.
  • Castle Wealth Management first reported a position in Lead Edge Growth Opportunities, Ltd Units in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Lead Edge Growth Opportunities, Ltd Units position peaked at $0 in Q3 2022.
  • 17 funds tracked by Wall St. Rank held Lead Edge Growth Opportunities, Ltd Units as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.