LPL Financial’s CF Acquisition Corp. IV Class A common stock CFIV Stock Holding History

LPL Financial’s Portfolio CFIV Stock Details CFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-135,270	Closed	-$1.31M	–	4446
2021 Q2	$1.31M	Sell	135,270 -26,000	-16%	-$254K	﹤0.01%	2338
2021 Q1	$1.58M	Buy	+161,270	New	+$1.61M	﹤0.01%	2014

Other funds holding CFIV

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

HCM

Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

LPL Financial's CFIV Position: Q3 2021 in Review

LPL Financial sold out of CF Acquisition Corp. IV Class A common stock (CFIV) in Q3 2021, closing a stake of 135,270 shares — an estimated $1.31M sold.

LPL Financial first reported a position in CFIV in Q1 2021 and held it in 2 quarters. The position peaked at $1.58M in Q1 2021. 86 funds tracked by Wall St. Rank hold CFIV as of Q3 2021.

LPL Financial reported no remaining CF Acquisition Corp. IV Class A common stock position as of Q3 2021 after selling out during the quarter.
LPL Financial sold 135,270 CF Acquisition Corp. IV Class A common stock shares in Q3 2021, an estimated $1.31M.
LPL Financial first reported a position in CF Acquisition Corp. IV Class A common stock in Q1 2021 and held it in 2 quarters.
LPL Financial's CF Acquisition Corp. IV Class A common stock position peaked at $1.58M in Q1 2021.
86 funds tracked by Wall St. Rank held CF Acquisition Corp. IV Class A common stock as of Q3 2021.

Based on LPL Financial's 13F filing for Q3 2021, filed 15 Nov 2021.