Sage Mountain Advisors’s CF Acquisition Corp. IV Unit CFIVU Stock Holding History

Sage Mountain Advisors’s Portfolio CFIVU Stock Details CFIVU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-18,300	Closed	-$182K	–	353
2022 Q3	$182K	Sell	18,300 -71,317	-80%	-$706K	0.05%	178
2022 Q2	$883K	Sell	89,617 -9,300	-9%	-$92.1K	0.16%	108
2022 Q1	$980K	Sell	98,917 -1,783	-2%	-$17.7K	0.15%	112
2021 Q4	$1M	Sell	100,700 -1,750	-2%	-$17.5K	0.12%	139
2021 Q3	$1.01M	Hold	102,450	–	–	0.15%	123
2021 Q2	$1.03M	Sell	102,450 -11,200	-10%	-$113K	0.17%	108
2021 Q1	$1.14M	Hold	113,650	–	–	0.24%	67
2020 Q4	$1.17M	Buy	+113,650	New	+$1.17M	0.38%	36

Other funds holding CFIVU

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Sage Mountain Advisors's CFIVU Position: Q4 2022 in Review

Sage Mountain Advisors sold out of CF Acquisition Corp. IV Unit (CFIVU) in Q4 2022, closing a stake of 18,300 shares — an estimated $182K sold.

Sage Mountain Advisors first reported a position in CFIVU in Q4 2020 and held it in 8 quarters. The position peaked at $1.17M in Q4 2020. 4 funds tracked by Wall St. Rank hold CFIVU as of Q4 2022.

Sage Mountain Advisors reported no remaining CF Acquisition Corp. IV Unit position as of Q4 2022 after selling out during the quarter.
Sage Mountain Advisors sold 18,300 CF Acquisition Corp. IV Unit shares in Q4 2022, an estimated $182K.
Sage Mountain Advisors first reported a position in CF Acquisition Corp. IV Unit in Q4 2020 and held it in 8 quarters.
Sage Mountain Advisors's CF Acquisition Corp. IV Unit position peaked at $1.17M in Q4 2020.
4 funds tracked by Wall St. Rank held CF Acquisition Corp. IV Unit as of Q4 2022.

Based on Sage Mountain Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.