Schechter Investment Advisors’s Focus Impact BH3 Acquisition Company Units BHACU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-65,705	Closed	-$652K	–	909
2022 Q3	$652K	Hold	65,705	–	–	0.06%	424
2022 Q2	$651K	Sell	65,705 -2,000	-3%	-$19.8K	0.06%	440
2022 Q1	$668K	Hold	67,705	–	–	0.06%	440
2021 Q4	$674K	Buy	+67,705	New	+$677K	0.06%	425

Other funds holding BHACU

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Schechter Investment Advisors's BHACU Position: Q4 2022 in Review

Schechter Investment Advisors sold out of Focus Impact BH3 Acquisition Company Units (BHACU) in Q4 2022, closing a stake of 65,705 shares — an estimated $652K sold.

Schechter Investment Advisors first reported a position in BHACU in Q4 2021 and held it in 4 quarters. The position peaked at $674K in Q4 2021. 2 funds tracked by Wall St. Rank hold BHACU as of Q4 2022.

Schechter Investment Advisors reported no remaining Focus Impact BH3 Acquisition Company Units position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 65,705 Focus Impact BH3 Acquisition Company Units shares in Q4 2022, an estimated $652K.
Schechter Investment Advisors first reported a position in Focus Impact BH3 Acquisition Company Units in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's Focus Impact BH3 Acquisition Company Units position peaked at $674K in Q4 2021.
2 funds tracked by Wall St. Rank held Focus Impact BH3 Acquisition Company Units as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.