SMA
OCAXU

Sage Mountain Advisors’s OCA Acquisition Corp. Unit OCAXU Stock Holding History

Sage Mountain Advisors’s Portfolio OCAXU Stock Details OCAXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-17,850
Closed -$178K – 451
2022
Q2 		$178K Sell
17,850
-3,800
-18% -$38.3K 0.03% 449
2022
Q1 		$219K Sell
21,650
-19,630
-48% -$199K 0.03% 445
2021
Q4 		$417K Sell
41,280
-5,500
-12% -$55.9K 0.05% 353
2021
Q3 		$472K Hold
46,780
– – 0.07% 270
2021
Q2 		$475K Hold
46,780
– – 0.08% 237
2021
Q1 		$467K Buy
+46,780
New +$481K 0.1% 171

Other funds holding OCAXU

Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
LIM
Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

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

Sage Mountain Advisors sold out of OCA Acquisition Corp. Unit (OCAXU) in Q3 2022, closing a stake of 17,850 shares — an estimated $178K sold.

Sage Mountain Advisors first reported a position in OCAXU in Q1 2021 and held it in 6 quarters. The position peaked at $475K in Q2 2021. 12 funds tracked by Wall St. Rank hold OCAXU as of Q3 2022.

  • Sage Mountain Advisors reported no remaining OCA Acquisition Corp. Unit position as of Q3 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 17,850 OCA Acquisition Corp. Unit shares in Q3 2022, an estimated $178K.
  • Sage Mountain Advisors first reported a position in OCA Acquisition Corp. Unit in Q1 2021 and held it in 6 quarters.
  • Sage Mountain Advisors's OCA Acquisition Corp. Unit position peaked at $475K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held OCA Acquisition Corp. Unit as of Q3 2022.

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