Sage Mountain Advisors’s DTRT Health Acquisition Corp. Unit DTRTU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-27,914	Closed	-$286K	–	394
2022 Q3	$286K	Sell	27,914 -60,076	-68%	-$608K	0.08%	119
2022 Q2	$881K	Hold	87,990	–	–	0.16%	109
2022 Q1	$900K	Sell	87,990 -13,670	-13%	-$138K	0.14%	129
2021 Q4	$1.02M	Sell	101,660 -2,240	-2%	-$22.8K	0.12%	136
2021 Q3	$1.05M	Buy	+103,900	New	+$1.05M	0.15%	119

Other funds holding DTRTU

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sage Mountain Advisors sold out of DTRT Health Acquisition Corp. Unit (DTRTU) in Q4 2022, closing a stake of 27,914 shares — an estimated $286K sold.

Sage Mountain Advisors first reported a position in DTRTU in Q3 2021 and held it in 5 quarters. The position peaked at $1.05M in Q3 2021. 2 funds tracked by Wall St. Rank hold DTRTU as of Q4 2022.

Sage Mountain Advisors reported no remaining DTRT Health Acquisition Corp. Unit position as of Q4 2022 after selling out during the quarter.
Sage Mountain Advisors sold 27,914 DTRT Health Acquisition Corp. Unit shares in Q4 2022, an estimated $286K.
Sage Mountain Advisors first reported a position in DTRT Health Acquisition Corp. Unit in Q3 2021 and held it in 5 quarters.
Sage Mountain Advisors's DTRT Health Acquisition Corp. Unit position peaked at $1.05M in Q3 2021.
2 funds tracked by Wall St. Rank held DTRT Health Acquisition Corp. Unit as of Q4 2022.

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