OFG
AVHI

OTA Financial Group’s Achari Ventures Holdings Corp I AVHI Stock Holding History

OTA Financial Group’s Portfolio AVHI Stock Details AVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-20,017
Closed -$201K – 110
2022
Q3 		$201K Buy
+20,017
New +$200K 0.17% 105

Other funds holding AVHI

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
ASM
ATW SPAC Management New York $79.2M AUM 10.67% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
TCM
Tenor Capital Management New York $6.49B AUM 3.01% 1-Year Est. Return

OTA Financial Group's AVHI Position: Q4 2022 in Review

OTA Financial Group sold out of Achari Ventures Holdings Corp I (AVHI) in Q4 2022, closing a stake of 20,017 shares — an estimated $201K sold.

OTA Financial Group first reported a position in AVHI in Q3 2022 and held it in 1 quarter. The position peaked at $201K in Q3 2022. 32 funds tracked by Wall St. Rank hold AVHI as of Q4 2022.

  • OTA Financial Group reported no remaining Achari Ventures Holdings Corp I position as of Q4 2022 after selling out during the quarter.
  • OTA Financial Group sold 20,017 Achari Ventures Holdings Corp I shares in Q4 2022, an estimated $201K.
  • OTA Financial Group first reported a position in Achari Ventures Holdings Corp I in Q3 2022 and held it in 1 quarter.
  • OTA Financial Group's Achari Ventures Holdings Corp I position peaked at $201K in Q3 2022.
  • 32 funds tracked by Wall St. Rank held Achari Ventures Holdings Corp I as of Q4 2022.

Based on OTA Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.