SPIA
HAACU

Steward Partners Investment Advisory’s Health Assurance Acquisition Corp. SAIL Securities HAACU Stock Holding History

Steward Partners Investment Advisory’s Portfolio HAACU Stock Details HAACU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,125
Closed -$11K – 3508
2022
Q3 		$11K Sell
1,125
-1,000
-47% -$9.95K ﹤0.01% 2515
2022
Q2 		$21K Sell
2,125
-1,700
-44% -$16.9K ﹤0.01% 2216
2022
Q1 		$38K Buy
+3,825
New +$38K ﹤0.01% 2066

Other funds holding HAACU

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Steward Partners Investment Advisory's HAACU Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Health Assurance Acquisition Corp. SAIL Securities (HAACU) in Q4 2022, closing a stake of 1,125 shares — an estimated $11K sold.

Steward Partners Investment Advisory first reported a position in HAACU in Q1 2022 and held it in 3 quarters. The position peaked at $38K in Q1 2022. 1 fund tracked by Wall St. Rank holds HAACU as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Health Assurance Acquisition Corp. SAIL Securities position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,125 Health Assurance Acquisition Corp. SAIL Securities shares in Q4 2022, an estimated $11K.
  • Steward Partners Investment Advisory first reported a position in Health Assurance Acquisition Corp. SAIL Securities in Q1 2022 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Health Assurance Acquisition Corp. SAIL Securities position peaked at $38K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Health Assurance Acquisition Corp. SAIL Securities as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.