Frank Rimerman Advisors
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Frank Rimerman Advisors’s Sound Point Meridian Capital SPMC Stock Holding History

Frank Rimerman Advisors’s Portfolio SPMC Stock Details SPMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,000
Closed -$200K – 572
2024
Q2 		$200K Buy
+10,000
New +$200K 0.01% 525

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Black Swift Group
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Oppenheimer & Co
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Frank Rimerman Advisors's SPMC Position: Q3 2024 in Review

Frank Rimerman Advisors sold out of Sound Point Meridian Capital (SPMC) in Q3 2024, closing a stake of 10,000 shares — an estimated $200K sold.

Frank Rimerman Advisors first reported a position in SPMC in Q2 2024 and held it in 1 quarter. The position peaked at $200K in Q2 2024. 12 funds tracked by Wall St. Rank hold SPMC as of Q3 2024.

  • Frank Rimerman Advisors reported no remaining Sound Point Meridian Capital position as of Q3 2024 after selling out during the quarter.
  • Frank Rimerman Advisors sold 10,000 Sound Point Meridian Capital shares in Q3 2024, an estimated $200K.
  • Frank Rimerman Advisors first reported a position in Sound Point Meridian Capital in Q2 2024 and held it in 1 quarter.
  • Frank Rimerman Advisors's Sound Point Meridian Capital position peaked at $200K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q3 2024.

Based on Frank Rimerman Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.