Laurel Wealth Advisors (North Carolina)’s Epiphany Technology Acquisition Corp. Class A Common Stock EPHY Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio EPHY Stock Details EPHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-725	Closed	-$7K	–	633
2022 Q2	$7K	Hold	725	–	–	﹤0.01%	414
2022 Q1	$7K	Hold	725	–	–	﹤0.01%	448
2021 Q4	$7K	Hold	725	–	–	﹤0.01%	457
2021 Q3	$7K	Buy	+725	New	+$7.04K	﹤0.01%	447

Other funds holding EPHY

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

HIM

HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.76% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $902M AUM 6.27% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s EPHY Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Epiphany Technology Acquisition Corp. Class A Common Stock (EPHY) in Q3 2022, closing a stake of 725 shares — an estimated $7K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EPHY in Q3 2021 and held it in 4 quarters. The position peaked at $7K in Q2 2022. 90 funds tracked by Wall St. Rank hold EPHY as of Q3 2022.

Laurel Wealth Advisors (North Carolina) reported no remaining Epiphany Technology Acquisition Corp. Class A Common Stock position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 725 Epiphany Technology Acquisition Corp. Class A Common Stock shares in Q3 2022, an estimated $7K.
Laurel Wealth Advisors (North Carolina) first reported a position in Epiphany Technology Acquisition Corp. Class A Common Stock in Q3 2021 and held it in 4 quarters.
Laurel Wealth Advisors (North Carolina)'s Epiphany Technology Acquisition Corp. Class A Common Stock position peaked at $7K in Q2 2022.
90 funds tracked by Wall St. Rank held Epiphany Technology Acquisition Corp. Class A Common Stock as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.