Sage Mountain Advisors’s Kingswood Acquisition Corp. Units, each consisting of one share of Class A Common Stock and three-fo KWAC.U Stock Holding History

Sage Mountain Advisors’s Portfolio KWAC.U Stock Details KWAC.U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-27,350	Closed	-$288K	–	606
2021 Q2	$288K	Hold	27,350	–	–	0.05%	323
2021 Q1	$282K	Hold	27,350	–	–	0.06%	245
2020 Q4	$284K	Buy	+27,350	New	+$279K	0.09%	134

Other funds holding KWAC.U

BCM

Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return

Wealthspring Capital West Harrison, New York $448M AUM 8.38% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Sage Mountain Advisors's KWAC.U Position: Q3 2021 in Review

Sage Mountain Advisors sold out of Kingswood Acquisition Corp. Units, each consisting of one share of Class A Common Stock and three-fo (KWAC.U) in Q3 2021, closing a stake of 27,350 shares — an estimated $288K sold.

Sage Mountain Advisors first reported a position in KWAC.U in Q4 2020 and held it in 3 quarters. The position peaked at $288K in Q2 2021. 13 funds tracked by Wall St. Rank hold KWAC.U as of Q3 2021.

Sage Mountain Advisors reported no remaining Kingswood Acquisition Corp. Units, each consisting of one share of Class A Common Stock and three-fo position as of Q3 2021 after selling out during the quarter.
Sage Mountain Advisors sold 27,350 Kingswood Acquisition Corp. Units, each consisting of one share of Class A Common Stock and three-fo shares in Q3 2021, an estimated $288K.
Sage Mountain Advisors first reported a position in Kingswood Acquisition Corp. Units, each consisting of one share of Class A Common Stock and three-fo in Q4 2020 and held it in 3 quarters.
Sage Mountain Advisors's Kingswood Acquisition Corp. Units, each consisting of one share of Class A Common Stock and three-fo position peaked at $288K in Q2 2021.
13 funds tracked by Wall St. Rank held Kingswood Acquisition Corp. Units, each consisting of one share of Class A Common Stock and three-fo as of Q3 2021.

Based on Sage Mountain Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.