Castle Wealth Management’s Tio Tech A Units TIOAU Stock Holding History

Castle Wealth Management’s Portfolio TIOAU Stock Details TIOAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-100	Closed	-$1K	–	711
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	665
2022 Q2	$1K	Buy	+100	New	+$982	﹤0.01%	665

Other funds holding TIOAU

Steadview Capital Management London, United Kingdom $227M AUM 56.13% 1-Year Est. Return

Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return

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

Castle Wealth Management sold out of Tio Tech A Units (TIOAU) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in TIOAU in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 20 funds tracked by Wall St. Rank hold TIOAU as of Q4 2022.

Castle Wealth Management reported no remaining Tio Tech A Units position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 100 Tio Tech A Units shares in Q4 2022, an estimated $1K.
Castle Wealth Management first reported a position in Tio Tech A Units in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Tio Tech A Units position peaked at $1K in Q3 2022.
20 funds tracked by Wall St. Rank held Tio Tech A Units as of Q4 2022.

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