Schechter Investment Advisors’s Agile Growth Corp Units AGGRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-60,364
Closed -$607K 866
2022
Q4
$607K Sell
60,364
-10,214
-14% -$102K 0.06% 440
2022
Q3
$700K Sell
70,578
-12,000
-15% -$118K 0.07% 400
2022
Q2
$812K Buy
82,578
+500
+0.6% +$4.92K 0.08% 355
2022
Q1
$806K Sell
82,078
-4,725
-5% -$46.6K 0.07% 382
2021
Q4
$852K Buy
+86,803
New +$863K 0.08% 364

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

Schechter Investment Advisors sold out of Agile Growth Corp Units (AGGRU) in Q1 2023, closing a stake of 60,364 shares — an estimated $607K sold.

Schechter Investment Advisors first reported a position in AGGRU in Q4 2021 and held it in 5 quarters. The position peaked at $852K in Q4 2021. 0 funds tracked by Wall St. Rank hold AGGRU as of Q1 2023.

  • Schechter Investment Advisors reported no remaining Agile Growth Corp Units position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 60,364 Agile Growth Corp Units shares in Q1 2023, an estimated $607K.
  • Schechter Investment Advisors first reported a position in Agile Growth Corp Units in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's Agile Growth Corp Units position peaked at $852K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Agile Growth Corp Units as of Q1 2023.

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