Sage Mountain Advisors’s Digital Transformation Opportunities Corp. Units DTOCU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-85,976	Closed	-$839K	–	517
2022 Q2	$839K	Sell	85,976 -9,278	-10%	-$91K	0.15%	118
2022 Q1	$934K	Sell	95,254 -680	-0.7%	-$6.68K	0.15%	121
2021 Q4	$939K	Sell	95,934 -3,800	-4%	-$37.5K	0.11%	155
2021 Q3	$978K	Buy	99,734 +4,670	+5%	+$46.2K	0.14%	129
2021 Q2	$941K	Buy	+95,064	New	+$947K	0.16%	125

Other funds holding DTOCU

HIM

HGC Investment Management Toronto, Ontario, Canada $507M AUM 6.15% 1-Year Est. Return

CHP

Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return

SFM

Spartan Fund Management Toronto, Ontario, Canada $30M AUM 11.98% 1-Year Est. Return

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

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

EFI

EHP Funds Inc Toronto, Canada $43.6M AUM 69.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sage Mountain Advisors sold out of Digital Transformation Opportunities Corp. Units (DTOCU) in Q3 2022, closing a stake of 85,976 shares — an estimated $839K sold.

Sage Mountain Advisors first reported a position in DTOCU in Q2 2021 and held it in 5 quarters. The position peaked at $978K in Q3 2021. 18 funds tracked by Wall St. Rank hold DTOCU as of Q3 2022.

Sage Mountain Advisors reported no remaining Digital Transformation Opportunities Corp. Units position as of Q3 2022 after selling out during the quarter.
Sage Mountain Advisors sold 85,976 Digital Transformation Opportunities Corp. Units shares in Q3 2022, an estimated $839K.
Sage Mountain Advisors first reported a position in Digital Transformation Opportunities Corp. Units in Q2 2021 and held it in 5 quarters.
Sage Mountain Advisors's Digital Transformation Opportunities Corp. Units position peaked at $978K in Q3 2021.
18 funds tracked by Wall St. Rank held Digital Transformation Opportunities Corp. Units as of Q3 2022.

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