RCM
XFIN

Robinson Capital Management’s ExcelFin Acquisition Corp Class A Common Stock XFIN Stock Holding History

Robinson Capital Management’s Portfolio XFIN Stock Details XFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,000
Closed -$133K – 242
2024
Q2 		$133K Sell
12,000
-22,405
-65% -$247K 0.05% 122
2024
Q1 		$382K Sell
34,405
-12,765
-27% -$138K 0.14% 93
2023
Q4 		$505K Sell
47,170
-4,298
-8% -$45.8K 0.18% 80
2023
Q3 		$548K Sell
51,468
-10,782
-17% -$113K 0.24% 82
2023
Q2 		$647K Buy
62,250
+56,150
+920% +$580K 0.29% 72
2023
Q1 		$62.5K Hold
6,100
– – 0.03% 190
2022
Q4 		$62.3K Hold
6,100
– – 0.03% 205
2022
Q3 		$61K Buy
+6,100
New +$60.9K 0.05% 218

Other funds holding XFIN

SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Robinson Capital Management's XFIN Position: Q3 2024 in Review

Robinson Capital Management sold out of ExcelFin Acquisition Corp Class A Common Stock (XFIN) in Q3 2024, closing a stake of 12,000 shares — an estimated $133K sold.

Robinson Capital Management first reported a position in XFIN in Q3 2022 and held it in 8 quarters. The position peaked at $647K in Q2 2023. 3 funds tracked by Wall St. Rank hold XFIN as of Q3 2024.

  • Robinson Capital Management reported no remaining ExcelFin Acquisition Corp Class A Common Stock position as of Q3 2024 after selling out during the quarter.
  • Robinson Capital Management sold 12,000 ExcelFin Acquisition Corp Class A Common Stock shares in Q3 2024, an estimated $133K.
  • Robinson Capital Management first reported a position in ExcelFin Acquisition Corp Class A Common Stock in Q3 2022 and held it in 8 quarters.
  • Robinson Capital Management's ExcelFin Acquisition Corp Class A Common Stock position peaked at $647K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held ExcelFin Acquisition Corp Class A Common Stock as of Q3 2024.

Based on Robinson Capital Management's 13F filing for Q3 2024, filed 7 Nov 2024.