Schechter Investment Advisors’s Banyan Acquisition Corporation Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant BYN.U Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-66,680	Closed	-$689K	–	722
2023 Q1	$689K	Sell	66,680 -6,100	-8%	-$62.9K	0.06%	334
2022 Q4	$742K	Sell	72,780 -1,500	-2%	-$15.2K	0.07%	384
2022 Q3	$743K	Hold	74,280	–	–	0.07%	380
2022 Q2	$741K	Sell	74,280 -11,000	-13%	-$110K	0.07%	388
2022 Q1	$854K	Buy	+85,280	New	+$851K	0.08%	361

Other funds holding BYN.U

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

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

Schechter Investment Advisors's BYN.U Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Banyan Acquisition Corporation Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant (BYN.U) in Q2 2023, closing a stake of 66,680 shares — an estimated $689K sold.

Schechter Investment Advisors first reported a position in BYN.U in Q1 2022 and held it in 5 quarters. The position peaked at $854K in Q1 2022. 2 funds tracked by Wall St. Rank hold BYN.U as of Q2 2023.

Schechter Investment Advisors reported no remaining Banyan Acquisition Corporation Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 66,680 Banyan Acquisition Corporation Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant shares in Q2 2023, an estimated $689K.
Schechter Investment Advisors first reported a position in Banyan Acquisition Corporation Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant in Q1 2022 and held it in 5 quarters.
Schechter Investment Advisors's Banyan Acquisition Corporation Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant position peaked at $854K in Q1 2022.
2 funds tracked by Wall St. Rank held Banyan Acquisition Corporation Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant as of Q2 2023.

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