Schechter Investment Advisors’s BioPlus Acquisition Corp. Unit BIOSU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-91,041	Closed	-$954K	–	730
2023 Q1	$954K	Hold	91,041	–	–	0.09%	264
2022 Q4	$932K	Sell	91,041 -19,180	-17%	-$195K	0.09%	313
2022 Q3	$1.11M	Hold	110,221	–	–	0.11%	242
2022 Q2	$1.09M	Buy	110,221 +59,166	+116%	+$592K	0.11%	258
2022 Q1	$508K	Buy	51,055 +3,995	+8%	+$39.9K	0.05%	522
2021 Q4	$471K	Buy	+47,060	New	+$471K	0.04%	523

Other funds holding BIOSU

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Schechter Investment Advisors sold out of BioPlus Acquisition Corp. Unit (BIOSU) in Q2 2023, closing a stake of 91,041 shares — an estimated $954K sold.

Schechter Investment Advisors first reported a position in BIOSU in Q4 2021 and held it in 6 quarters. The position peaked at $1.11M in Q3 2022. 2 funds tracked by Wall St. Rank hold BIOSU as of Q2 2023.

Schechter Investment Advisors reported no remaining BioPlus Acquisition Corp. Unit position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 91,041 BioPlus Acquisition Corp. Unit shares in Q2 2023, an estimated $954K.
Schechter Investment Advisors first reported a position in BioPlus Acquisition Corp. Unit in Q4 2021 and held it in 6 quarters.
Schechter Investment Advisors's BioPlus Acquisition Corp. Unit position peaked at $1.11M in Q3 2022.
2 funds tracked by Wall St. Rank held BioPlus Acquisition Corp. Unit as of Q2 2023.

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