GAM
XFINU

Gritstone Asset Management’s ExcelFin Acquisition Corp Unit XFINU Stock Holding History

Gritstone Asset Management’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
2023
Q1 		– Sell
-65,000
Closed -$663K – 175
2022
Q4 		$663K Buy
+65,000
New +$655K 0.84% 54

Other funds holding XFINU

SRF
Silver Rock Financial Los Angeles, California $49.7M AUM 17.42% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Gritstone Asset Management's XFINU Position: Q1 2023 in Review

Gritstone Asset Management sold out of ExcelFin Acquisition Corp Unit (XFINU) in Q1 2023, closing a stake of 65,000 shares — an estimated $663K sold.

Gritstone Asset Management first reported a position in XFINU in Q4 2022 and held it in 1 quarter. The position peaked at $663K in Q4 2022. 7 funds tracked by Wall St. Rank hold XFINU as of Q1 2023.

  • Gritstone Asset Management reported no remaining ExcelFin Acquisition Corp Unit position as of Q1 2023 after selling out during the quarter.
  • Gritstone Asset Management sold 65,000 ExcelFin Acquisition Corp Unit shares in Q1 2023, an estimated $663K.
  • Gritstone Asset Management first reported a position in ExcelFin Acquisition Corp Unit in Q4 2022 and held it in 1 quarter.
  • Gritstone Asset Management's ExcelFin Acquisition Corp Unit position peaked at $663K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held ExcelFin Acquisition Corp Unit as of Q1 2023.

Based on Gritstone Asset Management's 13F filing for Q1 2023, filed 5 May 2023.