SMA
BRKHU

Sage Mountain Advisors’s BurTech Acquisition Corp. Unit BRKHU Stock Holding History

Sage Mountain Advisors’s Portfolio BRKHU Stock Details BRKHU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-41,550
Closed -$414K – 425
2022
Q2 		$414K Sell
41,550
-12,550
-23% -$126K 0.07% 253
2022
Q1 		$542K Sell
54,100
-33,000
-38% -$330K 0.08% 245
2021
Q4 		$872K Buy
+87,100
New +$870K 0.1% 175

Other funds holding BRKHU

FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
ICM
III Capital Management Boca Raton, Florida $344M AUM 11.22% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
WC
Wealthspring Capital West Harrison, New York $448M AUM 8.38% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
GCM
Granby Capital Management Miami Beach, Florida $174M AUM 13.42% 1-Year Est. Return

Sage Mountain Advisors's BRKHU Position: Q3 2022 in Review

Sage Mountain Advisors sold out of BurTech Acquisition Corp. Unit (BRKHU) in Q3 2022, closing a stake of 41,550 shares — an estimated $414K sold.

Sage Mountain Advisors first reported a position in BRKHU in Q4 2021 and held it in 3 quarters. The position peaked at $872K in Q4 2021. 14 funds tracked by Wall St. Rank hold BRKHU as of Q3 2022.

  • Sage Mountain Advisors reported no remaining BurTech Acquisition Corp. Unit position as of Q3 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 41,550 BurTech Acquisition Corp. Unit shares in Q3 2022, an estimated $414K.
  • Sage Mountain Advisors first reported a position in BurTech Acquisition Corp. Unit in Q4 2021 and held it in 3 quarters.
  • Sage Mountain Advisors's BurTech Acquisition Corp. Unit position peaked at $872K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held BurTech Acquisition Corp. Unit as of Q3 2022.

Based on Sage Mountain Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.