PF
LOKM

Phoenix Financial’s Live Oak Mobility Acquisition Corp. LOKM Stock Holding History

Phoenix Financial’s Portfolio LOKM Stock Details LOKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-212,529
Closed -$2.09M – 373
2022
Q3 		$2.09M Hold
212,529
– – 0.05% 143
2022
Q2 		$2.08M Buy
212,529
+29
+0% +$284 0.04% 162
2022
Q1 		$2.08M Sell
212,500
-37,500
-15% -$365K 0.04% 189
2021
Q4 		$2.44M Hold
250,000
– – 0.04% 181
2021
Q3 		$2.42M Buy
+250,000
New +$2.44M 0.04% 188

Other funds holding LOKM

ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
FBCM
Fort Baker Capital Management Larkspur, California $1.27B AUM 25.46% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
CCP
Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Phoenix Financial's LOKM Position: Q4 2022 in Review

Phoenix Financial sold out of Live Oak Mobility Acquisition Corp. (LOKM) in Q4 2022, closing a stake of 212,529 shares — an estimated $2.09M sold.

Phoenix Financial first reported a position in LOKM in Q3 2021 and held it in 5 quarters. The position peaked at $2.44M in Q4 2021. 85 funds tracked by Wall St. Rank hold LOKM as of Q4 2022.

  • Phoenix Financial reported no remaining Live Oak Mobility Acquisition Corp. position as of Q4 2022 after selling out during the quarter.
  • Phoenix Financial sold 212,529 Live Oak Mobility Acquisition Corp. shares in Q4 2022, an estimated $2.09M.
  • Phoenix Financial first reported a position in Live Oak Mobility Acquisition Corp. in Q3 2021 and held it in 5 quarters.
  • Phoenix Financial's Live Oak Mobility Acquisition Corp. position peaked at $2.44M in Q4 2021.
  • 85 funds tracked by Wall St. Rank held Live Oak Mobility Acquisition Corp. as of Q4 2022.

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