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

UBS Group’s Portfolio AVHIU Stock Details AVHIU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,339	Closed	-$13K	–	11605
2022 Q4	$13K	Sell	1,339 -100	-7%	-$1.01K	﹤0.01%	8204
2022 Q3	$14K	Buy	1,439 +200	+16%	+$2.01K	﹤0.01%	7996
2022 Q2	$12K	Hold	1,239	–	–	﹤0.01%	7763
2022 Q1	$12K	Buy	1,239 +300	+32%	+$3.03K	﹤0.01%	8270
2021 Q4	$9K	Buy	+939	New	+$9.56K	﹤0.01%	9000

Other funds holding AVHIU

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

UBS Group's AVHIU Position: Q1 2023 in Review

UBS Group sold out of Achari Ventures Holdings Corp I Unit (AVHIU) in Q1 2023, closing a stake of 1,339 shares — an estimated $13K sold.

UBS Group first reported a position in AVHIU in Q4 2021 and held it in 5 quarters. The position peaked at $14K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVHIU as of Q1 2023.

UBS Group reported no remaining Achari Ventures Holdings Corp I Unit position as of Q1 2023 after selling out during the quarter.
UBS Group sold 1,339 Achari Ventures Holdings Corp I Unit shares in Q1 2023, an estimated $13K.
UBS Group first reported a position in Achari Ventures Holdings Corp I Unit in Q4 2021 and held it in 5 quarters.
UBS Group's Achari Ventures Holdings Corp I Unit position peaked at $14K in Q3 2022.
2 funds tracked by Wall St. Rank held Achari Ventures Holdings Corp I Unit as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.