UBS Group
AVHI

UBS Group’s Achari Ventures Holdings Corp I AVHI Stock Holding History

UBS Group’s Portfolio AVHI Stock Details AVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-214
Closed -$2.33K – 10283
2023
Q4 		$2.33K Buy
214
+87
+69% +$935 ﹤0.01% 8126
2023
Q3 		$1.35K Buy
+127
New +$1.36K ﹤0.01% 7972
2023
Q1 		– Sell
-248
Closed -$2.54K – 10827
2022
Q4 		$2.54K Hold
248
– – ﹤0.01% 9662
2022
Q3 		$2K Hold
248
– – ﹤0.01% 9824
2022
Q2 		$2K Hold
248
– – ﹤0.01% 9666
2022
Q1 		$2K Buy
+248
New +$2.45K ﹤0.01% 9713

Other funds holding AVHI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return
ASM
ATW SPAC Management New York $79.2M AUM 10.61% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 20.06% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
AMC
Atlas Merchant Capital New York $585K AUM 83.95% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

UBS Group's AVHI Position: Q1 2024 in Review

UBS Group sold out of Achari Ventures Holdings Corp I (AVHI) in Q1 2024, closing a stake of 214 shares — an estimated $2.33K sold.

UBS Group first reported a position in AVHI in Q1 2022 and held it in 6 quarters. The position peaked at $2.54K in Q4 2022. 11 funds tracked by Wall St. Rank hold AVHI as of Q1 2024.

  • UBS Group reported no remaining Achari Ventures Holdings Corp I position as of Q1 2024 after selling out during the quarter.
  • UBS Group sold 214 Achari Ventures Holdings Corp I shares in Q1 2024, an estimated $2.33K.
  • UBS Group first reported a position in Achari Ventures Holdings Corp I in Q1 2022 and held it in 6 quarters.
  • UBS Group's Achari Ventures Holdings Corp I position peaked at $2.54K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Achari Ventures Holdings Corp I as of Q1 2024.

Based on UBS Group's 13F filing for Q1 2024, filed 13 May 2024.