PF
FMIVU

Phoenix Financial’s Forum Merger IV Corporation Unit FMIVU Stock Holding History

Phoenix Financial’s Portfolio FMIVU Stock Details FMIVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-750,000
Closed -$7.5M – 447
2021
Q2 		$7.5M Hold
750,000
– – 0.14% 121
2021
Q1 		$7.42M Buy
+750,000
New +$7.46M 0.17% 120

Other funds holding FMIVU

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CCM
Context Capital Management Lajolla, California $5.15B AUM 1.28% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
SRCM
Sage Rock Capital Management New York $22.3M AUM 4.09% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Phoenix Financial's FMIVU Position: Q3 2021 in Review

Phoenix Financial sold out of Forum Merger IV Corporation Unit (FMIVU) in Q3 2021, closing a stake of 750,000 shares — an estimated $7.5M sold.

Phoenix Financial first reported a position in FMIVU in Q1 2021 and held it in 2 quarters. The position peaked at $7.5M in Q2 2021. 33 funds tracked by Wall St. Rank hold FMIVU as of Q3 2021.

  • Phoenix Financial reported no remaining Forum Merger IV Corporation Unit position as of Q3 2021 after selling out during the quarter.
  • Phoenix Financial sold 750,000 Forum Merger IV Corporation Unit shares in Q3 2021, an estimated $7.5M.
  • Phoenix Financial first reported a position in Forum Merger IV Corporation Unit in Q1 2021 and held it in 2 quarters.
  • Phoenix Financial's Forum Merger IV Corporation Unit position peaked at $7.5M in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Forum Merger IV Corporation Unit as of Q3 2021.

Based on Phoenix Financial's 13F filing for Q3 2021, filed 27 Oct 2021.