Schechter Investment Advisors’s Battery Future Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant BFAC.U Stock Holding History

Schechter Investment Advisors’s Portfolio BFAC.U Stock Details BFAC.U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-82,600	Closed	-$876K	–	736
2023 Q2	$876K	Sell	82,600 -4,400	-5%	-$46.5K	0.08%	267
2023 Q1	$912K	Hold	87,000	–	–	0.08%	277
2022 Q4	$893K	Sell	87,000 -7,100	-8%	-$72.3K	0.08%	325
2022 Q3	$953K	Sell	94,100 -4,000	-4%	-$40.2K	0.09%	291
2022 Q2	$979K	Sell	98,100 -200	-0.2%	-$2K	0.1%	293
2022 Q1	$988K	Sell	98,300 -6,000	-6%	-$60K	0.09%	308
2021 Q4	$1.04M	Buy	+104,300	New	+$1.04M	0.09%	288

Other funds holding BFAC.U

Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

SFM

Spartan Fund Management Toronto, Ontario, Canada $30M AUM 11.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schechter Investment Advisors's BFAC.U Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Battery Future Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant (BFAC.U) in Q3 2023, closing a stake of 82,600 shares — an estimated $876K sold.

Schechter Investment Advisors first reported a position in BFAC.U in Q4 2021 and held it in 7 quarters. The position peaked at $1.04M in Q4 2021. 3 funds tracked by Wall St. Rank hold BFAC.U as of Q3 2023.

Schechter Investment Advisors reported no remaining Battery Future Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant position as of Q3 2023 after selling out during the quarter.
Schechter Investment Advisors sold 82,600 Battery Future Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant shares in Q3 2023, an estimated $876K.
Schechter Investment Advisors first reported a position in Battery Future Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant in Q4 2021 and held it in 7 quarters.
Schechter Investment Advisors's Battery Future Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant position peaked at $1.04M in Q4 2021.
3 funds tracked by Wall St. Rank held Battery Future Acquisition Corp. Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant as of Q3 2023.

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