Institutional & Family Asset Management’s Foley Trasimene Acquisition Corp. II BFT Stock Holding History

Institutional & Family Asset Management’s Portfolio BFT Stock Details BFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,000	Closed	-$15K	–	1018
2020 Q4	$15K	Buy	+1,000	New	+$11.4K	﹤0.01%	478

Other funds holding BFT

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Institutional & Family Asset Management's BFT Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Foley Trasimene Acquisition Corp. II (BFT) in Q1 2021, closing a stake of 1,000 shares — an estimated $15K sold.

Institutional & Family Asset Management first reported a position in BFT in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 3 funds tracked by Wall St. Rank hold BFT as of Q1 2021.

Institutional & Family Asset Management reported no remaining Foley Trasimene Acquisition Corp. II position as of Q1 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 1,000 Foley Trasimene Acquisition Corp. II shares in Q1 2021, an estimated $15K.
Institutional & Family Asset Management first reported a position in Foley Trasimene Acquisition Corp. II in Q4 2020 and held it in 1 quarter.
Institutional & Family Asset Management's Foley Trasimene Acquisition Corp. II position peaked at $15K in Q4 2020.
3 funds tracked by Wall St. Rank held Foley Trasimene Acquisition Corp. II as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.