SMA
FORLU

Sage Mountain Advisors’s Four Leaf Acquisition Corp Unit FORLU Stock Holding History

Sage Mountain Advisors’s Portfolio FORLU Stock Details FORLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,000
Closed -$211K – 393
2023
Q3 		$211K Hold
20,000
– – 0.03% 240
2023
Q2 		$206K Hold
20,000
– – 0.03% 244
2023
Q1 		$205K Buy
+20,000
New +$204K 0.03% 233

Other funds holding FORLU

SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
WC
Wealthspring Capital West Harrison, New York $448M AUM 8.38% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
CM
Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

Sage Mountain Advisors's FORLU Position: Q4 2023 in Review

Sage Mountain Advisors sold out of Four Leaf Acquisition Corp Unit (FORLU) in Q4 2023, closing a stake of 20,000 shares — an estimated $211K sold.

Sage Mountain Advisors first reported a position in FORLU in Q1 2023 and held it in 3 quarters. The position peaked at $211K in Q3 2023. 16 funds tracked by Wall St. Rank hold FORLU as of Q4 2023.

  • Sage Mountain Advisors reported no remaining Four Leaf Acquisition Corp Unit position as of Q4 2023 after selling out during the quarter.
  • Sage Mountain Advisors sold 20,000 Four Leaf Acquisition Corp Unit shares in Q4 2023, an estimated $211K.
  • Sage Mountain Advisors first reported a position in Four Leaf Acquisition Corp Unit in Q1 2023 and held it in 3 quarters.
  • Sage Mountain Advisors's Four Leaf Acquisition Corp Unit position peaked at $211K in Q3 2023.
  • 16 funds tracked by Wall St. Rank held Four Leaf Acquisition Corp Unit as of Q4 2023.

Based on Sage Mountain Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.