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Karpus Investment Management’s SHF Holdings SHFS Stock Holding History

Karpus Investment Management’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-880
Closed -$123K – 465
2022
Q3 		$123K Sell
880
-4,395
-83% -$887K ﹤0.01% 504
2022
Q2 		$1.12M Sell
5,275
-54,712
-91% -$11M 0.04% 327
2022
Q1 		$12.1M Buy
59,987
+4,817
+9% +$973K 0.37% 61
2021
Q4 		$11.1M Buy
55,170
+8,005
+17% +$1.61M 0.32% 77
2021
Q3 		$9.44M Buy
+47,165
New +$9.39M 0.28% 83

Other funds holding SHFS

ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
AC
Ayrton Capital Westport, Connecticut $14.7M AUM 12.82% 1-Year Est. Return
CCFM
Cohen & Co Financial Management New York $18.3M AUM 73.48% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Karpus Investment Management's SHFS Position: Q4 2022 in Review

Karpus Investment Management sold out of SHF Holdings (SHFS) in Q4 2022, closing a stake of 880 shares — an estimated $123K sold.

Karpus Investment Management first reported a position in SHFS in Q3 2021 and held it in 5 quarters. The position peaked at $12.1M in Q1 2022. 13 funds tracked by Wall St. Rank hold SHFS as of Q4 2022.

  • Karpus Investment Management reported no remaining SHF Holdings position as of Q4 2022 after selling out during the quarter.
  • Karpus Investment Management sold 880 SHF Holdings shares in Q4 2022, an estimated $123K.
  • Karpus Investment Management first reported a position in SHF Holdings in Q3 2021 and held it in 5 quarters.
  • Karpus Investment Management's SHF Holdings position peaked at $12.1M in Q1 2022.
  • 13 funds tracked by Wall St. Rank held SHF Holdings as of Q4 2022.

Based on Karpus Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.