Graham Capital Wealth Management’s Achari Ventures Holdings Corp I AVHI Stock Holding History

Graham Capital Wealth Management’s Portfolio AVHI Stock Details AVHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-92,976	Closed	-$1.02M	–	53
2024 Q1	$1.02M	Sell	92,976 -2,186	-2%	-$24.4K	1.75%	16
2023 Q4	$1.04M	Buy	+95,162	New	+$1.02M	2.73%	10
2023 Q2	–	Sell	-110,726	Closed	-$11.7M	–	159
2023 Q1	$11.7M	Buy	+110,726	New	+$1.16M	1.69%	15

Other funds holding AVHI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Graham Capital Wealth Management's AVHI Position: Q2 2024 in Review

Graham Capital Wealth Management sold out of Achari Ventures Holdings Corp I (AVHI) in Q2 2024, closing a stake of 92,976 shares — an estimated $1.02M sold.

Graham Capital Wealth Management first reported a position in AVHI in Q1 2023 and held it in 3 quarters. The position peaked at $11.7M in Q1 2023. 3 funds tracked by Wall St. Rank hold AVHI as of Q2 2024.

Graham Capital Wealth Management reported no remaining Achari Ventures Holdings Corp I position as of Q2 2024 after selling out during the quarter.
Graham Capital Wealth Management sold 92,976 Achari Ventures Holdings Corp I shares in Q2 2024, an estimated $1.02M.
Graham Capital Wealth Management first reported a position in Achari Ventures Holdings Corp I in Q1 2023 and held it in 3 quarters.
Graham Capital Wealth Management's Achari Ventures Holdings Corp I position peaked at $11.7M in Q1 2023.
3 funds tracked by Wall St. Rank held Achari Ventures Holdings Corp I as of Q2 2024.

Based on Graham Capital Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.