SIA
BMAC.U

Schechter Investment Advisors’s Black Mountain Acquisition Corp. Units, each consisting of one share of Class A common stock and three quarters of one warrant BMAC.U Stock Holding History

Schechter Investment Advisors’s Portfolio BMAC.U Stock Details BMAC.U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-69,601
Closed -$709K – 920
2022
Q4 		$709K Sell
69,601
-150
-0.2% -$1.51K 0.06% 397
2022
Q3 		$702K Sell
69,751
-6,310
-8% -$63.5K 0.07% 398
2022
Q2 		$761K Sell
76,061
-24,160
-24% -$243K 0.07% 376
2022
Q1 		$1.01M Sell
100,221
-1,500
-1% -$15.2K 0.09% 300
2021
Q4 		$1.03M Buy
+101,721
New +$1.03M 0.09% 294

Other funds holding BMAC.U

CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CM
Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
SFM
Spartan Fund Management Toronto, Ontario, Canada $30M AUM 11.98% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Black Mountain Acquisition Corp. Units, each consisting of one share of Class A common stock and three quarters of one warrant (BMAC.U) in Q1 2023, closing a stake of 69,601 shares — an estimated $709K sold.

Schechter Investment Advisors first reported a position in BMAC.U in Q4 2021 and held it in 5 quarters. The position peaked at $1.03M in Q4 2021. 10 funds tracked by Wall St. Rank hold BMAC.U as of Q1 2023.

  • Schechter Investment Advisors reported no remaining Black Mountain Acquisition Corp. Units, each consisting of one share of Class A common stock and three quarters of one warrant position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 69,601 Black Mountain Acquisition Corp. Units, each consisting of one share of Class A common stock and three quarters of one warrant shares in Q1 2023, an estimated $709K.
  • Schechter Investment Advisors first reported a position in Black Mountain Acquisition Corp. Units, each consisting of one share of Class A common stock and three quarters of one warrant in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's Black Mountain Acquisition Corp. Units, each consisting of one share of Class A common stock and three quarters of one warrant position peaked at $1.03M in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Black Mountain Acquisition Corp. Units, each consisting of one share of Class A common stock and three quarters of one warrant as of Q1 2023.

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