Dakota Wealth Management’s OCA Acquisition Corp. Class A Common Stock OCAX Stock Holding History

Dakota Wealth Management’s Portfolio OCAX Stock Details OCAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,050	Closed	-$121K	–	648
2022 Q3	$121K	Hold	12,050	–	–	0.01%	542
2022 Q2	$121K	Hold	12,050	–	–	0.01%	478
2022 Q1	$121K	Hold	12,050	–	–	0.01%	436
2021 Q4	$120K	Hold	12,050	–	–	0.01%	375
2021 Q3	$119K	Hold	12,050	–	–	0.01%	339
2021 Q2	$119K	Buy	+12,050	New	+$119K	0.01%	328

Other funds holding OCAX

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

AWG

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

Arena Investors Purchase, New York $12.5M AUM 0.27% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Dakota Wealth Management's OCAX Position: Q4 2022 in Review

Dakota Wealth Management sold out of OCA Acquisition Corp. Class A Common Stock (OCAX) in Q4 2022, closing a stake of 12,050 shares — an estimated $121K sold.

Dakota Wealth Management first reported a position in OCAX in Q2 2021 and held it in 6 quarters. The position peaked at $121K in Q3 2022. 59 funds tracked by Wall St. Rank hold OCAX as of Q4 2022.

Dakota Wealth Management reported no remaining OCA Acquisition Corp. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Dakota Wealth Management sold 12,050 OCA Acquisition Corp. Class A Common Stock shares in Q4 2022, an estimated $121K.
Dakota Wealth Management first reported a position in OCA Acquisition Corp. Class A Common Stock in Q2 2021 and held it in 6 quarters.
Dakota Wealth Management's OCA Acquisition Corp. Class A Common Stock position peaked at $121K in Q3 2022.
59 funds tracked by Wall St. Rank held OCA Acquisition Corp. Class A Common Stock as of Q4 2022.

Based on Dakota Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.