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.