Fir Tree Capital Management’s Integrated Wellness Acquisition Corp WEL Stock Holding History

Fir Tree Capital Management’s Portfolio WEL Stock Details WEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-337,750	Closed	-$3.98M	–	90
2024 Q3	$3.98M	Hold	337,750	–	–	1.9%	8
2024 Q2	$3.91M	Buy	337,750 +6,624	+2%	+$76.2K	2.06%	8
2024 Q1	$3.77M	Buy	331,126 +176,626	+114%	+$1.99M	0.91%	17
2023 Q4	$1.73M	Buy	+154,500	New	+$1.71M	0.29%	88

Other funds holding WEL

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Crossingbridge Advisors Pleasantville, New York $567M AUM 0.34% 1-Year Est. Return

Fir Tree Capital Management's WEL Position: Q4 2024 in Review

Fir Tree Capital Management sold out of Integrated Wellness Acquisition Corp (WEL) in Q4 2024, closing a stake of 337,750 shares — an estimated $3.98M sold.

Fir Tree Capital Management first reported a position in WEL in Q4 2023 and held it in 4 quarters. The position peaked at $3.98M in Q3 2024. 3 funds tracked by Wall St. Rank hold WEL as of Q4 2024.

Fir Tree Capital Management reported no remaining Integrated Wellness Acquisition Corp position as of Q4 2024 after selling out during the quarter.
Fir Tree Capital Management sold 337,750 Integrated Wellness Acquisition Corp shares in Q4 2024, an estimated $3.98M.
Fir Tree Capital Management first reported a position in Integrated Wellness Acquisition Corp in Q4 2023 and held it in 4 quarters.
Fir Tree Capital Management's Integrated Wellness Acquisition Corp position peaked at $3.98M in Q3 2024.
3 funds tracked by Wall St. Rank held Integrated Wellness Acquisition Corp as of Q4 2024.

Based on Fir Tree Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.