Karpus Investment Management’s Better Home & Finance Holding BETR Stock Holding History

Karpus Investment Management’s Portfolio BETR Stock Details BETR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,897	Closed	-$1.97M	–	382
2022 Q4	$1.97M	Sell	3,897 -22	-0.6%	-$11K	0.07%	224
2022 Q3	$1.94M	Sell	3,919 -66	-2%	-$32.5K	0.07%	251
2022 Q2	$1.95M	Hold	3,985	–	–	0.07%	260
2022 Q1	$1.96M	Hold	3,985	–	–	0.06%	235
2021 Q4	$1.97M	Sell	3,985 -323	-7%	-$161K	0.06%	225
2021 Q3	$2.14M	Hold	4,308	–	–	0.06%	174
2021 Q2	$2.13M	Buy	+4,308	New	+$2.14M	0.06%	176

Other funds holding BETR

Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Karpus Investment Management sold out of Better Home & Finance Holding (BETR) in Q1 2023, closing a stake of 3,897 shares — an estimated $1.97M sold.

Karpus Investment Management first reported a position in BETR in Q2 2021 and held it in 7 quarters. The position peaked at $2.14M in Q3 2021. 4 funds tracked by Wall St. Rank hold BETR as of Q1 2023.

Karpus Investment Management reported no remaining Better Home & Finance Holding position as of Q1 2023 after selling out during the quarter.
Karpus Investment Management sold 3,897 Better Home & Finance Holding shares in Q1 2023, an estimated $1.97M.
Karpus Investment Management first reported a position in Better Home & Finance Holding in Q2 2021 and held it in 7 quarters.
Karpus Investment Management's Better Home & Finance Holding position peaked at $2.14M in Q3 2021.
4 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q1 2023.

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