Schechter Investment Advisors’s BioPlus Acquisition Corp. Class A Ordinary Shares BIOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-39,450	Closed	-$412K	–	729
2023 Q1	$412K	Hold	39,450	–	–	0.04%	454
2022 Q4	$404K	Hold	39,450	–	–	0.04%	555
2022 Q3	$395K	Hold	39,450	–	–	0.04%	584
2022 Q2	$394K	Buy	+39,450	New	+$392K	0.04%	606

Other funds holding BIOS

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return

RCM

Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.32B AUM 1.82% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

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

Schechter Investment Advisors sold out of BioPlus Acquisition Corp. Class A Ordinary Shares (BIOS) in Q2 2023, closing a stake of 39,450 shares — an estimated $412K sold.

Schechter Investment Advisors first reported a position in BIOS in Q2 2022 and held it in 4 quarters. The position peaked at $412K in Q1 2023. 32 funds tracked by Wall St. Rank hold BIOS as of Q2 2023.

Schechter Investment Advisors reported no remaining BioPlus Acquisition Corp. Class A Ordinary Shares position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 39,450 BioPlus Acquisition Corp. Class A Ordinary Shares shares in Q2 2023, an estimated $412K.
Schechter Investment Advisors first reported a position in BioPlus Acquisition Corp. Class A Ordinary Shares in Q2 2022 and held it in 4 quarters.
Schechter Investment Advisors's BioPlus Acquisition Corp. Class A Ordinary Shares position peaked at $412K in Q1 2023.
32 funds tracked by Wall St. Rank held BioPlus Acquisition Corp. Class A Ordinary Shares as of Q2 2023.

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