PF
ELMS

Phoenix Financial’s Electric Last Mile Solutions, Inc. Class A Common stock ELMS Stock Holding History

Phoenix Financial’s Portfolio ELMS Stock Details ELMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-310,195
Closed -$444K – 446
2022
Q1 		$444K Hold
310,195
– – 0.01% 304
2021
Q4 		$2.18M Hold
310,195
– – 0.04% 190
2021
Q3 		$2.29M Hold
310,195
– – 0.04% 193
2021
Q2 		$3.13M Sell
310,195
-59,956
-16% -$600K 0.06% 176
2021
Q1 		$1.98M Sell
370,151
-733,590
-66% -$8.6M 0.04% 228
2020
Q4 		$12.3M Buy
+1,103,741
New +$11.9M 0.33% 92

Other funds holding ELMS

ACM
Arosa Capital Management Miami Beach, Florida $154M AUM 210.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $3.23B AUM 62.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return