SIM
FMIVU

Sandia Investment Management’s Forum Merger IV Corporation Unit FMIVU Stock Holding History

Sandia Investment Management’s Portfolio FMIVU Stock Details FMIVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15,000
Closed -$147K – 298
2022
Q2 		$147K Hold
15,000
– – 0.02% 226
2022
Q1 		$147K Hold
15,000
– – 0.02% 228
2021
Q4 		$149K Buy
+15,000
New +$150K 0.03% 192

Other funds holding FMIVU

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
WC
Wealthspring Capital West Harrison, New York $448M AUM 8.38% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Sandia Investment Management's FMIVU Position: Q3 2022 in Review

Sandia Investment Management sold out of Forum Merger IV Corporation Unit (FMIVU) in Q3 2022, closing a stake of 15,000 shares — an estimated $147K sold.

Sandia Investment Management first reported a position in FMIVU in Q4 2021 and held it in 3 quarters. The position peaked at $149K in Q4 2021. 16 funds tracked by Wall St. Rank hold FMIVU as of Q3 2022.

  • Sandia Investment Management reported no remaining Forum Merger IV Corporation Unit position as of Q3 2022 after selling out during the quarter.
  • Sandia Investment Management sold 15,000 Forum Merger IV Corporation Unit shares in Q3 2022, an estimated $147K.
  • Sandia Investment Management first reported a position in Forum Merger IV Corporation Unit in Q4 2021 and held it in 3 quarters.
  • Sandia Investment Management's Forum Merger IV Corporation Unit position peaked at $149K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held Forum Merger IV Corporation Unit as of Q3 2022.

Based on Sandia Investment Management's 13F filing for Q3 2022, filed 15 Nov 2022.