SkyView Investment Advisors’s ExcelFin Acquisition Corp Unit XFINU Stock Holding History

SkyView Investment 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
2023 Q2	–	Sell	-73,558	Closed	-$766K	–	853
2023 Q1	$766K	Hold	73,558	–	–	0.18%	155
2022 Q4	$750K	Hold	73,558	–	–	0.23%	148
2022 Q3	$736K	Hold	73,558	–	–	0.22%	160
2022 Q2	$733K	Hold	73,558	–	–	0.19%	175
2022 Q1	$733K	Sell	73,558 -1,442	-2%	-$14.6K	0.17%	177
2021 Q4	$753K	Buy	+75,000	New	+$756K	0.17%	158

Other funds holding XFINU

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SkyView Investment Advisors's XFINU Position: Q2 2023 in Review

SkyView Investment Advisors sold out of ExcelFin Acquisition Corp Unit (XFINU) in Q2 2023, closing a stake of 73,558 shares — an estimated $766K sold.

SkyView Investment Advisors first reported a position in XFINU in Q4 2021 and held it in 6 quarters. The position peaked at $766K in Q1 2023. 3 funds tracked by Wall St. Rank hold XFINU as of Q2 2023.

SkyView Investment Advisors reported no remaining ExcelFin Acquisition Corp Unit position as of Q2 2023 after selling out during the quarter.
SkyView Investment Advisors sold 73,558 ExcelFin Acquisition Corp Unit shares in Q2 2023, an estimated $766K.
SkyView Investment Advisors first reported a position in ExcelFin Acquisition Corp Unit in Q4 2021 and held it in 6 quarters.
SkyView Investment Advisors's ExcelFin Acquisition Corp Unit position peaked at $766K in Q1 2023.
3 funds tracked by Wall St. Rank held ExcelFin Acquisition Corp Unit as of Q2 2023.

Based on SkyView Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.