Schechter Investment Advisors’s BurTech Acquisition Corp. Unit BRKHU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-39,290	Closed	-$393K	–	906
2022 Q3	$393K	Sell	39,290 -4,460	-10%	-$44.7K	0.04%	585
2022 Q2	$436K	Sell	43,750 -19,200	-31%	-$193K	0.04%	573
2022 Q1	$630K	Sell	62,950 -6,500	-9%	-$65.1K	0.06%	464
2021 Q4	$695K	Buy	+69,450	New	+$694K	0.06%	417

Other funds holding BRKHU

ICM

III Capital Management Boca Raton, Florida $344M AUM 11.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

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

Schechter Investment Advisors's BRKHU Position: Q4 2022 in Review

Schechter Investment Advisors sold out of BurTech Acquisition Corp. Unit (BRKHU) in Q4 2022, closing a stake of 39,290 shares — an estimated $393K sold.

Schechter Investment Advisors first reported a position in BRKHU in Q4 2021 and held it in 4 quarters. The position peaked at $695K in Q4 2021. 3 funds tracked by Wall St. Rank hold BRKHU as of Q4 2022.

Schechter Investment Advisors reported no remaining BurTech Acquisition Corp. Unit position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 39,290 BurTech Acquisition Corp. Unit shares in Q4 2022, an estimated $393K.
Schechter Investment Advisors first reported a position in BurTech Acquisition Corp. Unit in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's BurTech Acquisition Corp. Unit position peaked at $695K in Q4 2021.
3 funds tracked by Wall St. Rank held BurTech Acquisition Corp. Unit as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.