Oxford Financial Group’s Atlantic Coastal Acquisition Corp. Unit ACAHU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-30,250
Closed -$299K 287
2021
Q3
$299K Hold
30,250
0.04% 151
2021
Q2
$301K Buy
+30,250
New +$301K 0.04% 151

Other funds holding ACAHU

Oxford Financial Group's ACAHU Position: Q4 2021 in Review

Oxford Financial Group sold out of Atlantic Coastal Acquisition Corp. Unit (ACAHU) in Q4 2021, closing a stake of 30,250 shares — an estimated $299K sold.

Oxford Financial Group first reported a position in ACAHU in Q2 2021 and held it in 2 quarters. The position peaked at $301K in Q2 2021. 17 funds tracked by Wall St. Rank hold ACAHU as of Q4 2021.

  • Oxford Financial Group reported no remaining Atlantic Coastal Acquisition Corp. Unit position as of Q4 2021 after selling out during the quarter.
  • Oxford Financial Group sold 30,250 Atlantic Coastal Acquisition Corp. Unit shares in Q4 2021, an estimated $299K.
  • Oxford Financial Group first reported a position in Atlantic Coastal Acquisition Corp. Unit in Q2 2021 and held it in 2 quarters.
  • Oxford Financial Group's Atlantic Coastal Acquisition Corp. Unit position peaked at $301K in Q2 2021.
  • 17 funds tracked by Wall St. Rank held Atlantic Coastal Acquisition Corp. Unit as of Q4 2021.

Based on Oxford Financial Group's 13F filing for Q4 2021, filed 10 Feb 2022.