Schechter Investment Advisors’s Atlantic Coastal Acquisition Corp. Class A Common Stock ACAH Stock Holding History

Schechter Investment Advisors’s Portfolio ACAH Stock Details ACAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-148,893	Closed	-$1.49M	–	785
2022 Q4	$1.49M	Sell	148,893 -8,199	-5%	-$81.4K	0.14%	180
2022 Q3	$1.54M	Hold	157,092	–	–	0.15%	147
2022 Q2	$1.54M	Sell	157,092 -10,299	-6%	-$101K	0.15%	147
2022 Q1	$1.63M	Sell	167,391 -8,118	-5%	-$79.5K	0.15%	150
2021 Q4	$1.71M	Buy	+175,509	New	+$1.72M	0.15%	150

Other funds holding ACAH

FTCM

Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

TCM

Tenor Capital Management New York $6.49B AUM 3.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return

SIM

Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

CCM

CAAS Capital Management New York $934M AUM 1.45% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schechter Investment Advisors's ACAH Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Atlantic Coastal Acquisition Corp. Class A Common Stock (ACAH) in Q1 2023, closing a stake of 148,893 shares — an estimated $1.49M sold.

Schechter Investment Advisors first reported a position in ACAH in Q4 2021 and held it in 5 quarters. The position peaked at $1.71M in Q4 2021. 22 funds tracked by Wall St. Rank hold ACAH as of Q1 2023.

Schechter Investment Advisors reported no remaining Atlantic Coastal Acquisition Corp. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 148,893 Atlantic Coastal Acquisition Corp. Class A Common Stock shares in Q1 2023, an estimated $1.49M.
Schechter Investment Advisors first reported a position in Atlantic Coastal Acquisition Corp. Class A Common Stock in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's Atlantic Coastal Acquisition Corp. Class A Common Stock position peaked at $1.71M in Q4 2021.
22 funds tracked by Wall St. Rank held Atlantic Coastal Acquisition Corp. Class A Common Stock as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.