SMA
IIIIU

Sage Mountain Advisors’s INSU Acquisition Corp. III Unit IIIIU Stock Holding History

Sage Mountain Advisors’s Portfolio IIIIU Stock Details IIIIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,300
Closed -$160K – 611
2022
Q2 		$160K Hold
16,300
– – 0.03% 461
2022
Q1 		$160K Sell
16,300
-500
-3% -$4.95K 0.03% 491
2021
Q4 		$165K Hold
16,800
– – 0.02% 545
2021
Q3 		$169K Hold
16,800
– – 0.02% 449
2021
Q2 		$169K Sell
16,800
-4,100
-20% -$41.4K 0.03% 407
2021
Q1 		$211K Hold
20,900
– – 0.04% 291
2020
Q4 		$221K Buy
+20,900
New +$221K 0.07% 164

Other funds holding IIIIU

HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Sage Mountain Advisors sold out of INSU Acquisition Corp. III Unit (IIIIU) in Q3 2022, closing a stake of 16,300 shares — an estimated $160K sold.

Sage Mountain Advisors first reported a position in IIIIU in Q4 2020 and held it in 7 quarters. The position peaked at $221K in Q4 2020. 12 funds tracked by Wall St. Rank hold IIIIU as of Q3 2022.

  • Sage Mountain Advisors reported no remaining INSU Acquisition Corp. III Unit position as of Q3 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 16,300 INSU Acquisition Corp. III Unit shares in Q3 2022, an estimated $160K.
  • Sage Mountain Advisors first reported a position in INSU Acquisition Corp. III Unit in Q4 2020 and held it in 7 quarters.
  • Sage Mountain Advisors's INSU Acquisition Corp. III Unit position peaked at $221K in Q4 2020.
  • 12 funds tracked by Wall St. Rank held INSU Acquisition Corp. III Unit as of Q3 2022.

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