Schechter Investment Advisors’s BlueRiver Acquisition Corp. Units, each consisting of one Class A ordinary share, and one-third of a redeemable Warrant to acquire one Class A ordinary shares BLUA.U Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-25,053	Closed	-$253K	–	770
2022 Q4	$253K	Sell	25,053 -80	-0.3%	-$799	0.02%	685
2022 Q3	$249K	Hold	25,133	–	–	0.02%	765
2022 Q2	$247K	Sell	25,133 -5,227	-17%	-$51.5K	0.02%	775
2022 Q1	$300K	Sell	30,360 -1,570	-5%	-$15.5K	0.03%	708
2021 Q4	$315K	Buy	+31,930	New	+$318K	0.03%	667

Other funds holding BLUA.U

LIM

Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

DCM

Dupont Capital Management Wilmington, Delaware $2.18M AUM 50.81% 1-Year Est. Return

Schechter Investment Advisors's BLUA.U Position: Q1 2023 in Review

Schechter Investment Advisors sold out of BlueRiver Acquisition Corp. Units, each consisting of one Class A ordinary share, and one-third of a redeemable Warrant to acquire one Class A ordinary shares (BLUA.U) in Q1 2023, closing a stake of 25,053 shares — an estimated $253K sold.

Schechter Investment Advisors first reported a position in BLUA.U in Q4 2021 and held it in 5 quarters. The position peaked at $315K in Q4 2021. 3 funds tracked by Wall St. Rank hold BLUA.U as of Q1 2023.

Schechter Investment Advisors reported no remaining BlueRiver Acquisition Corp. Units, each consisting of one Class A ordinary share, and one-third of a redeemable Warrant to acquire one Class A ordinary shares position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 25,053 BlueRiver Acquisition Corp. Units, each consisting of one Class A ordinary share, and one-third of a redeemable Warrant to acquire one Class A ordinary shares shares in Q1 2023, an estimated $253K.
Schechter Investment Advisors first reported a position in BlueRiver Acquisition Corp. Units, each consisting of one Class A ordinary share, and one-third of a redeemable Warrant to acquire one Class A ordinary shares in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's BlueRiver Acquisition Corp. Units, each consisting of one Class A ordinary share, and one-third of a redeemable Warrant to acquire one Class A ordinary shares position peaked at $315K in Q4 2021.
3 funds tracked by Wall St. Rank held BlueRiver Acquisition Corp. Units, each consisting of one Class A ordinary share, and one-third of a redeemable Warrant to acquire one Class A ordinary shares as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.