UBS Group
OCAX

UBS Group’s OCA Acquisition Corp. Class A Common Stock OCAX Stock Holding History

UBS Group’s Portfolio OCAX Stock Details OCAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-178
Closed -$1.99K – 10456
2024
Q2 		$1.99K Buy
178
+100
+128% +$1.1K ﹤0.01% 8445
2024
Q1 		$844 Sell
78
-72
-48% -$780 ﹤0.01% 8344
2023
Q4 		$1.62K Buy
+150
New +$1.61K ﹤0.01% 8258
2023
Q3 		– Sell
-1,500
Closed -$15.7K – 10143
2023
Q2 		$15.7K Buy
+1,500
New +$15.6K ﹤0.01% 6980
2023
Q1 		– Sell
-1,240
Closed -$12.7K – 10764
2022
Q4 		$12.7K Hold
1,240
– – ﹤0.01% 8235
2022
Q3 		$12K Buy
1,240
+81
+7% +$814 ﹤0.01% 8208
2022
Q2 		$12K Buy
+1,159
New +$11.7K ﹤0.01% 7701
2021
Q2 		– Sell
-2,000
Closed -$20K – 9949
2021
Q1 		$20K Buy
+2,000
New +$19.6K ﹤0.01% 7396

Other funds holding OCAX

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return

UBS Group's OCAX Position: Q3 2024 in Review

UBS Group sold out of OCA Acquisition Corp. Class A Common Stock (OCAX) in Q3 2024, closing a stake of 178 shares — an estimated $1.99K sold.

UBS Group first reported a position in OCAX in Q1 2021 and held it in 8 quarters. The position peaked at $20K in Q1 2021. 4 funds tracked by Wall St. Rank hold OCAX as of Q3 2024.

  • UBS Group reported no remaining OCA Acquisition Corp. Class A Common Stock position as of Q3 2024 after selling out during the quarter.
  • UBS Group sold 178 OCA Acquisition Corp. Class A Common Stock shares in Q3 2024, an estimated $1.99K.
  • UBS Group first reported a position in OCA Acquisition Corp. Class A Common Stock in Q1 2021 and held it in 8 quarters.
  • UBS Group's OCA Acquisition Corp. Class A Common Stock position peaked at $20K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held OCA Acquisition Corp. Class A Common Stock as of Q3 2024.

Based on UBS Group's 13F filing for Q3 2024, filed 14 Nov 2024.