CWM
XFINU

Castle Wealth Management’s ExcelFin Acquisition Corp Unit XFINU Stock Holding History

Castle Wealth Management’s Portfolio XFINU Stock Details XFINU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-200
Closed -$2K – 679
2022
Q3 		$2K Hold
200
– – ﹤0.01% 606
2022
Q2 		$2K Buy
+200
New +$2K ﹤0.01% 602

Other funds holding XFINU

HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
SRF
Silver Rock Financial Los Angeles, California $49.7M AUM 17.42% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
GAM
Gritstone Asset Management Bethesda, Maryland $93.6M AUM 11.18% 1-Year Est. Return
SFM
Spartan Fund Management Toronto, Ontario, Canada $30M AUM 11.98% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return

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

Castle Wealth Management sold out of ExcelFin Acquisition Corp Unit (XFINU) in Q4 2022, closing a stake of 200 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in XFINU in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 18 funds tracked by Wall St. Rank hold XFINU as of Q4 2022.

  • Castle Wealth Management reported no remaining ExcelFin Acquisition Corp Unit position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 200 ExcelFin Acquisition Corp Unit shares in Q4 2022, an estimated $2K.
  • Castle Wealth Management first reported a position in ExcelFin Acquisition Corp Unit in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's ExcelFin Acquisition Corp Unit position peaked at $2K in Q3 2022.
  • 18 funds tracked by Wall St. Rank held ExcelFin Acquisition Corp Unit as of Q4 2022.

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