Sea Otter Advisors’s FiscalNote NOTE Stock Holding History

Sea Otter Advisors’s Portfolio NOTE Stock Details NOTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-917	Closed	-$40K	–	277
2023 Q2	$40K	Buy	+917	New	+$25.8K	0.02%	138

Other funds holding NOTE

MCP

Maso Capital Partners Hong Kong $60.9M AUM 0.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

MHP

Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sea Otter Advisors's NOTE Position: Q3 2023 in Review

Sea Otter Advisors sold out of FiscalNote (NOTE) in Q3 2023, closing a stake of 917 shares — an estimated $40K sold.

Sea Otter Advisors first reported a position in NOTE in Q2 2023 and held it in 1 quarter. The position peaked at $40K in Q2 2023. 69 funds tracked by Wall St. Rank hold NOTE as of Q3 2023.

Sea Otter Advisors reported no remaining FiscalNote position as of Q3 2023 after selling out during the quarter.
Sea Otter Advisors sold 917 FiscalNote shares in Q3 2023, an estimated $40K.
Sea Otter Advisors first reported a position in FiscalNote in Q2 2023 and held it in 1 quarter.
Sea Otter Advisors's FiscalNote position peaked at $40K in Q2 2023.
69 funds tracked by Wall St. Rank held FiscalNote as of Q3 2023.

Based on Sea Otter Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.