U.S. Capital Wealth Advisors’s TortoiseEcofin Acquisition Corp. III TRTL Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio TRTL Stock Details TRTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-15,000	Closed	-$153K	–	705
2023 Q1	$153K	Sell	15,000 -15,000	-50%	-$152K	0.01%	611
2022 Q4	$299K	Hold	30,000	–	–	0.01%	534
2022 Q3	$295K	Buy	+30,000	New	+$292K	0.01%	521

Other funds holding TRTL

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

PSAMP

P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

AMC

Atlas Merchant Capital New York $789K AUM 60.67% 1-Year Est. Return

U.S. Capital Wealth Advisors's TRTL Position: Q2 2023 in Review

U.S. Capital Wealth Advisors sold out of TortoiseEcofin Acquisition Corp. III (TRTL) in Q2 2023, closing a stake of 15,000 shares — an estimated $153K sold.

U.S. Capital Wealth Advisors first reported a position in TRTL in Q3 2022 and held it in 3 quarters. The position peaked at $299K in Q4 2022. 54 funds tracked by Wall St. Rank hold TRTL as of Q2 2023.

U.S. Capital Wealth Advisors reported no remaining TortoiseEcofin Acquisition Corp. III position as of Q2 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 15,000 TortoiseEcofin Acquisition Corp. III shares in Q2 2023, an estimated $153K.
U.S. Capital Wealth Advisors first reported a position in TortoiseEcofin Acquisition Corp. III in Q3 2022 and held it in 3 quarters.
U.S. Capital Wealth Advisors's TortoiseEcofin Acquisition Corp. III position peaked at $299K in Q4 2022.
54 funds tracked by Wall St. Rank held TortoiseEcofin Acquisition Corp. III as of Q2 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.