EA
XFINU

Ellsworth Advisors’s ExcelFin Acquisition Corp Unit XFINU Stock Holding History

Ellsworth Advisors’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
Q1 		– Sell
-19,620
Closed -$197K – 168
2021
Q4 		$197K Buy
+19,620
New +$198K 0.07% 136

Other funds holding XFINU

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
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
DCM
Difesa Capital Management New York $38.1M AUM 39.86% 1-Year Est. Return
SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Ellsworth Advisors's XFINU Position: Q1 2022 in Review

Ellsworth Advisors sold out of ExcelFin Acquisition Corp Unit (XFINU) in Q1 2022, closing a stake of 19,620 shares — an estimated $197K sold.

Ellsworth Advisors first reported a position in XFINU in Q4 2021 and held it in 1 quarter. The position peaked at $197K in Q4 2021. 29 funds tracked by Wall St. Rank hold XFINU as of Q1 2022.

  • Ellsworth Advisors reported no remaining ExcelFin Acquisition Corp Unit position as of Q1 2022 after selling out during the quarter.
  • Ellsworth Advisors sold 19,620 ExcelFin Acquisition Corp Unit shares in Q1 2022, an estimated $197K.
  • Ellsworth Advisors first reported a position in ExcelFin Acquisition Corp Unit in Q4 2021 and held it in 1 quarter.
  • Ellsworth Advisors's ExcelFin Acquisition Corp Unit position peaked at $197K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held ExcelFin Acquisition Corp Unit as of Q1 2022.

Based on Ellsworth Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.