Schechter Investment Advisors’s Athena Technology Acquisition Corp. II ATEK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-378,174	Closed	-$3.88M	–	705
2023 Q1	$3.88M	Buy	378,174 +56,100	+17%	+$571K	0.36%	51
2022 Q4	$3.24M	Buy	322,074 +250,614	+351%	+$2.5M	0.3%	53
2022 Q3	$704K	Hold	71,460	–	–	0.07%	395
2022 Q2	$700K	Sell	71,460 -1,820	-2%	-$17.8K	0.07%	408
2022 Q1	$716K	Buy	+73,280	New	+$715K	0.07%	418

Other funds holding ATEK

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

ETH

Exos TFP Holdings New York $162M AUM 16.08% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return

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

Schechter Investment Advisors's ATEK Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Athena Technology Acquisition Corp. II (ATEK) in Q2 2023, closing a stake of 378,174 shares — an estimated $3.88M sold.

Schechter Investment Advisors first reported a position in ATEK in Q1 2022 and held it in 5 quarters. The position peaked at $3.88M in Q1 2023. 16 funds tracked by Wall St. Rank hold ATEK as of Q2 2023.

Schechter Investment Advisors reported no remaining Athena Technology Acquisition Corp. II position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 378,174 Athena Technology Acquisition Corp. II shares in Q2 2023, an estimated $3.88M.
Schechter Investment Advisors first reported a position in Athena Technology Acquisition Corp. II in Q1 2022 and held it in 5 quarters.
Schechter Investment Advisors's Athena Technology Acquisition Corp. II position peaked at $3.88M in Q1 2023.
16 funds tracked by Wall St. Rank held Athena Technology Acquisition Corp. II as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.