Schechter Investment Advisors’s Blue Ocean Acquisition Corp Unit BOCNU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-102,390	Closed	-$1.07M	–	707
2023 Q1	$1.07M	Hold	102,390	–	–	0.1%	237
2022 Q4	$1.05M	Sell	102,390 -3,500	-3%	-$35.5K	0.1%	272
2022 Q3	$1.06M	Hold	105,890	–	–	0.1%	259
2022 Q2	$1.05M	Sell	105,890 -7,210	-6%	-$72K	0.1%	275
2022 Q1	$1.13M	Hold	113,100	–	–	0.1%	264
2021 Q4	$1.13M	Buy	+113,100	New	+$1.13M	0.1%	263

Other funds holding BOCNU

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Blue Ocean Acquisition Corp Unit (BOCNU) in Q2 2023, closing a stake of 102,390 shares — an estimated $1.07M sold.

Schechter Investment Advisors first reported a position in BOCNU in Q4 2021 and held it in 6 quarters. The position peaked at $1.13M in Q4 2021. 2 funds tracked by Wall St. Rank hold BOCNU as of Q2 2023.

Schechter Investment Advisors reported no remaining Blue Ocean Acquisition Corp Unit position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 102,390 Blue Ocean Acquisition Corp Unit shares in Q2 2023, an estimated $1.07M.
Schechter Investment Advisors first reported a position in Blue Ocean Acquisition Corp Unit in Q4 2021 and held it in 6 quarters.
Schechter Investment Advisors's Blue Ocean Acquisition Corp Unit position peaked at $1.13M in Q4 2021.
2 funds tracked by Wall St. Rank held Blue Ocean Acquisition Corp Unit as of Q2 2023.

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