MFA
PLMJU

Mayflower Financial Advisors’s Plum Acquisition Corp. III Unit PLMJU Stock Holding History

Mayflower Financial Advisors’s Portfolio PLMJU Stock Details PLMJU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-25,000
Closed -$265K – 368
2023
Q4 		$265K Buy
+25,000
New +$267K 0.04% 283

Other funds holding PLMJU

CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $2.18M AUM 50.81% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Mayflower Financial Advisors's PLMJU Position: Q1 2024 in Review

Mayflower Financial Advisors sold out of Plum Acquisition Corp. III Unit (PLMJU) in Q1 2024, closing a stake of 25,000 shares — an estimated $265K sold.

Mayflower Financial Advisors first reported a position in PLMJU in Q4 2023 and held it in 1 quarter. The position peaked at $265K in Q4 2023. 4 funds tracked by Wall St. Rank hold PLMJU as of Q1 2024.

  • Mayflower Financial Advisors reported no remaining Plum Acquisition Corp. III Unit position as of Q1 2024 after selling out during the quarter.
  • Mayflower Financial Advisors sold 25,000 Plum Acquisition Corp. III Unit shares in Q1 2024, an estimated $265K.
  • Mayflower Financial Advisors first reported a position in Plum Acquisition Corp. III Unit in Q4 2023 and held it in 1 quarter.
  • Mayflower Financial Advisors's Plum Acquisition Corp. III Unit position peaked at $265K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Plum Acquisition Corp. III Unit as of Q1 2024.

Based on Mayflower Financial Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.