FRA
SPMC

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

Other funds holding SPMC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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.