SMA
XFINU

Sage Mountain Advisors’s ExcelFin Acquisition Corp Unit XFINU Stock Holding History

Sage Mountain Advisors’s Portfolio XFINU Stock Details XFINU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-19,400
Closed -$193K – 439
2022
Q2 		$193K Sell
19,400
-7,000
-27% -$70.1K 0.03% 438
2022
Q1 		$263K Sell
26,400
-15,600
-37% -$157K 0.04% 408
2021
Q4 		$422K Buy
+42,000
New +$423K 0.05% 349

Other funds holding XFINU

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
SRF
Silver Rock Financial Los Angeles, California $49.7M AUM 17.42% 1-Year Est. Return
DCM
Difesa Capital Management New York $38.1M AUM 39.86% 1-Year Est. Return
SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
SFM
Spartan Fund Management Toronto, Ontario, Canada $30M AUM 11.98% 1-Year Est. Return

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

Sage Mountain Advisors sold out of ExcelFin Acquisition Corp Unit (XFINU) in Q3 2022, closing a stake of 19,400 shares — an estimated $193K sold.

Sage Mountain Advisors first reported a position in XFINU in Q4 2021 and held it in 3 quarters. The position peaked at $422K in Q4 2021. 25 funds tracked by Wall St. Rank hold XFINU as of Q3 2022.

  • Sage Mountain Advisors reported no remaining ExcelFin Acquisition Corp Unit position as of Q3 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 19,400 ExcelFin Acquisition Corp Unit shares in Q3 2022, an estimated $193K.
  • Sage Mountain Advisors first reported a position in ExcelFin Acquisition Corp Unit in Q4 2021 and held it in 3 quarters.
  • Sage Mountain Advisors's ExcelFin Acquisition Corp Unit position peaked at $422K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held ExcelFin Acquisition Corp Unit as of Q3 2022.

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