UBS Group’s Forum Merger IV Corporation Unit FMIVU Stock Holding History

UBS Group’s Portfolio FMIVU Stock Details FMIVU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-49	Closed	-$479	–	10340
2023 Q2	$479	Buy	+49	New	+$506	﹤0.01%	8218
2023 Q1	–	Sell	-716	Closed	-$7.16K	–	11106
2022 Q4	$7.16K	Hold	716	–	–	﹤0.01%	8929
2022 Q3	$7K	Buy	716 +300	+72%	+$2.96K	﹤0.01%	8951
2022 Q2	$4K	Hold	416	–	–	﹤0.01%	9210
2022 Q1	$4K	Hold	416	–	–	﹤0.01%	9373
2021 Q4	$4K	Hold	416	–	–	﹤0.01%	9586
2021 Q3	$4K	Buy	+416	New	+$4.14K	﹤0.01%	8728
2021 Q2	–	Sell	-144	Closed	-$1K	–	10029
2021 Q1	$1K	Buy	+144	New	+$1.43K	﹤0.01%	8834

UBS Group's FMIVU Position: Q3 2023 in Review

UBS Group sold out of Forum Merger IV Corporation Unit (FMIVU) in Q3 2023, closing a stake of 49 shares — an estimated $479 sold.

UBS Group first reported a position in FMIVU in Q1 2021 and held it in 8 quarters. The position peaked at $7.16K in Q4 2022. 0 funds tracked by Wall St. Rank hold FMIVU as of Q3 2023.

UBS Group reported no remaining Forum Merger IV Corporation Unit position as of Q3 2023 after selling out during the quarter.
UBS Group sold 49 Forum Merger IV Corporation Unit shares in Q3 2023, an estimated $479.
UBS Group first reported a position in Forum Merger IV Corporation Unit in Q1 2021 and held it in 8 quarters.
UBS Group's Forum Merger IV Corporation Unit position peaked at $7.16K in Q4 2022.
0 funds tracked by Wall St. Rank held Forum Merger IV Corporation Unit as of Q3 2023.

Based on UBS Group's 13F filing for Q3 2023, filed 9 Nov 2023.