Karpus Investment Management’s Achari Ventures Holdings Corp I AVHI Stock Holding History

Karpus Investment 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
2023 Q1	–	Sell	-213,800	Closed	-$2.18M	–	414
2022 Q4	$2.18M	Sell	213,800 -20,250	-9%	-$205K	0.07%	207
2022 Q3	$2.35M	Sell	234,050 -7,275	-3%	-$72.8K	0.08%	227
2022 Q2	$2.41M	Sell	241,325 -3,500	-1%	-$34.9K	0.08%	236
2022 Q1	$2.43M	Buy	244,825 +19,125	+8%	+$189K	0.07%	213
2021 Q4	$2.23M	Buy	+225,700	New	+$2.22M	0.06%	218

Other funds holding AVHI

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

ASM

ATW SPAC Management New York $79.2M AUM 10.67% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SCM

Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return

RCM

Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

Karpus Investment Management's AVHI Position: Q1 2023 in Review

Karpus Investment Management sold out of Achari Ventures Holdings Corp I (AVHI) in Q1 2023, closing a stake of 213,800 shares — an estimated $2.18M sold.

Karpus Investment Management first reported a position in AVHI in Q4 2021 and held it in 5 quarters. The position peaked at $2.43M in Q1 2022. 13 funds tracked by Wall St. Rank hold AVHI as of Q1 2023.

Karpus Investment Management reported no remaining Achari Ventures Holdings Corp I position as of Q1 2023 after selling out during the quarter.
Karpus Investment Management sold 213,800 Achari Ventures Holdings Corp I shares in Q1 2023, an estimated $2.18M.
Karpus Investment Management first reported a position in Achari Ventures Holdings Corp I in Q4 2021 and held it in 5 quarters.
Karpus Investment Management's Achari Ventures Holdings Corp I position peaked at $2.43M in Q1 2022.
13 funds tracked by Wall St. Rank held Achari Ventures Holdings Corp I as of Q1 2023.

Based on Karpus Investment Management's 13F filing for Q1 2023, filed 11 May 2023.