Gitterman Wealth Management’s Perception Capital Corp. III Unit PFTAU Stock Holding History

Gitterman Wealth Management’s Portfolio PFTAU Stock Details PFTAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,000	Closed	-$104K	–	116
2023 Q4	$104K	Hold	10,000	–	–	0.05%	87
2023 Q3	$105K	Hold	10,000	–	–	0.05%	79
2023 Q2	$104K	Hold	10,000	–	–	0.05%	79
2023 Q1	$102K	Hold	10,000	–	–	0.05%	81
2022 Q4	$101K	Hold	10,000	–	–	0.05%	77
2022 Q3	$98K	Hold	10,000	–	–	0.1%	67
2022 Q2	$97K	Hold	10,000	–	–	0.09%	71
2022 Q1	$98K	Hold	10,000	–	–	0.08%	96
2021 Q4	$98K	Hold	10,000	–	–	0.07%	93
2021 Q3	$99K	Buy	+10,000	New	+$99.8K	0.08%	73

Other funds holding PFTAU

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Gitterman Wealth Management's PFTAU Position: Q1 2024 in Review

Gitterman Wealth Management sold out of Perception Capital Corp. III Unit (PFTAU) in Q1 2024, closing a stake of 10,000 shares — an estimated $104K sold.

Gitterman Wealth Management first reported a position in PFTAU in Q3 2021 and held it in 10 quarters. The position peaked at $105K in Q3 2023. 4 funds tracked by Wall St. Rank hold PFTAU as of Q1 2024.

Gitterman Wealth Management reported no remaining Perception Capital Corp. III Unit position as of Q1 2024 after selling out during the quarter.
Gitterman Wealth Management sold 10,000 Perception Capital Corp. III Unit shares in Q1 2024, an estimated $104K.
Gitterman Wealth Management first reported a position in Perception Capital Corp. III Unit in Q3 2021 and held it in 10 quarters.
Gitterman Wealth Management's Perception Capital Corp. III Unit position peaked at $105K in Q3 2023.
4 funds tracked by Wall St. Rank held Perception Capital Corp. III Unit as of Q1 2024.

Based on Gitterman Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.