SIA
ATMVU

Schechter Investment Advisors’s AlphaVest Acquisition Corp Unit ATMVU Stock Holding History

Schechter Investment Advisors’s Portfolio ATMVU Stock Details ATMVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-400,000
Closed -$4.2M – 740
2023
Q2 		$4.2M Sell
400,000
-1,400
-0.3% -$14.6K 0.38% 46
2023
Q1 		$4.17M Sell
401,400
-4,400
-1% -$45.5K 0.39% 44
2022
Q4 		$4.1M Buy
+405,800
New +$4.09M 0.37% 41

Other funds holding ATMVU

HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schechter Investment Advisors's ATMVU Position: Q3 2023 in Review

Schechter Investment Advisors sold out of AlphaVest Acquisition Corp Unit (ATMVU) in Q3 2023, closing a stake of 400,000 shares — an estimated $4.2M sold.

Schechter Investment Advisors first reported a position in ATMVU in Q4 2022 and held it in 3 quarters. The position peaked at $4.2M in Q2 2023. 10 funds tracked by Wall St. Rank hold ATMVU as of Q3 2023.

  • Schechter Investment Advisors reported no remaining AlphaVest Acquisition Corp Unit position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 400,000 AlphaVest Acquisition Corp Unit shares in Q3 2023, an estimated $4.2M.
  • Schechter Investment Advisors first reported a position in AlphaVest Acquisition Corp Unit in Q4 2022 and held it in 3 quarters.
  • Schechter Investment Advisors's AlphaVest Acquisition Corp Unit position peaked at $4.2M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held AlphaVest Acquisition Corp Unit as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.