UBS Group’s CF Acquisition Corp. IV Unit CFIVU Stock Holding History

UBS Group’s Portfolio CFIVU Stock Details CFIVU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,355	Closed	-$13.6K	–	10959
2022 Q4	$13.6K	Buy	1,355 +11	+0.8%	+$110	﹤0.01%	8151
2022 Q3	$13K	Sell	1,344 -547	-29%	-$5.42K	﹤0.01%	8099
2022 Q2	$19K	Buy	1,891 +333	+21%	+$3.3K	﹤0.01%	6968
2022 Q1	$15K	Buy	1,558 +125	+9%	+$1.24K	﹤0.01%	7869
2021 Q4	$14K	Sell	1,433 -17,299	-92%	-$173K	﹤0.01%	8381
2021 Q3	$185K	Sell	18,732 -1,333	-7%	-$13.3K	﹤0.01%	5386
2021 Q2	$201K	Sell	20,065 -1,456	-7%	-$14.6K	﹤0.01%	5341
2021 Q1	$216K	Buy	21,521 +4,021	+23%	+$42.3K	﹤0.01%	5427
2020 Q4	$180K	Buy	+17,500	New	+$180K	﹤0.01%	5303

Other funds holding CFIVU

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's CFIVU Position: Q1 2023 in Review

UBS Group sold out of CF Acquisition Corp. IV Unit (CFIVU) in Q1 2023, closing a stake of 1,355 shares — an estimated $13.6K sold.

UBS Group first reported a position in CFIVU in Q4 2020 and held it in 9 quarters. The position peaked at $216K in Q1 2021. 2 funds tracked by Wall St. Rank hold CFIVU as of Q1 2023.

UBS Group reported no remaining CF Acquisition Corp. IV Unit position as of Q1 2023 after selling out during the quarter.
UBS Group sold 1,355 CF Acquisition Corp. IV Unit shares in Q1 2023, an estimated $13.6K.
UBS Group first reported a position in CF Acquisition Corp. IV Unit in Q4 2020 and held it in 9 quarters.
UBS Group's CF Acquisition Corp. IV Unit position peaked at $216K in Q1 2021.
2 funds tracked by Wall St. Rank held CF Acquisition Corp. IV Unit as of Q1 2023.

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