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Karpus Investment Management’s Mobix Labs MOBX Stock Holding History

Karpus Investment Management’s Portfolio MOBX Stock Details MOBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,418
Closed -$820K – 274
2023
Q3 		$820K Sell
7,418
-169
-2% -$18.8K 0.03% 217
2023
Q2 		$835K Hold
7,587
– – 0.03% 242
2023
Q1 		$835K Hold
7,587
– – 0.03% 278
2022
Q4 		$775K Sell
7,587
-1,178
-13% -$120K 0.03% 310
2022
Q3 		$883K Sell
8,765
-459
-5% -$46.2K 0.03% 340
2022
Q2 		$921K Hold
9,224
– – 0.03% 343
2022
Q1 		$914K Buy
9,224
+298
+3% +$29.4K 0.03% 303
2021
Q4 		$878K Hold
8,926
– – 0.03% 269
2021
Q3 		$879K Buy
+8,926
New +$867K 0.03% 221

Other funds holding MOBX

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Karpus Investment Management's MOBX Position: Q4 2023 in Review

Karpus Investment Management sold out of Mobix Labs (MOBX) in Q4 2023, closing a stake of 7,418 shares — an estimated $820K sold.

Karpus Investment Management first reported a position in MOBX in Q3 2021 and held it in 9 quarters. The position peaked at $921K in Q2 2022. 5 funds tracked by Wall St. Rank hold MOBX as of Q4 2023.

  • Karpus Investment Management reported no remaining Mobix Labs position as of Q4 2023 after selling out during the quarter.
  • Karpus Investment Management sold 7,418 Mobix Labs shares in Q4 2023, an estimated $820K.
  • Karpus Investment Management first reported a position in Mobix Labs in Q3 2021 and held it in 9 quarters.
  • Karpus Investment Management's Mobix Labs position peaked at $921K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held Mobix Labs as of Q4 2023.

Based on Karpus Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.