Schechter Investment Advisors’s Cascade Acquisition Corp. Units, each consisting of one share of Class A Common Stock and one-half o CAS.U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-181,275
Closed -$1.83M 1045
2022
Q1
$1.83M Sell
181,275
-7,296
-4% -$74.1K 0.17% 118
2021
Q4
$1.91M Buy
+188,571
New +$1.93M 0.17% 126

Schechter Investment Advisors's CAS.U Position: Q2 2022 in Review

Schechter Investment Advisors sold out of Cascade Acquisition Corp. Units, each consisting of one share of Class A Common Stock and one-half o (CAS.U) in Q2 2022, closing a stake of 181,275 shares — an estimated $1.83M sold.

Schechter Investment Advisors first reported a position in CAS.U in Q4 2021 and held it in 2 quarters. The position peaked at $1.91M in Q4 2021. 0 funds tracked by Wall St. Rank hold CAS.U as of Q2 2022.

  • Schechter Investment Advisors reported no remaining Cascade Acquisition Corp. Units, each consisting of one share of Class A Common Stock and one-half o position as of Q2 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 181,275 Cascade Acquisition Corp. Units, each consisting of one share of Class A Common Stock and one-half o shares in Q2 2022, an estimated $1.83M.
  • Schechter Investment Advisors first reported a position in Cascade Acquisition Corp. Units, each consisting of one share of Class A Common Stock and one-half o in Q4 2021 and held it in 2 quarters.
  • Schechter Investment Advisors's Cascade Acquisition Corp. Units, each consisting of one share of Class A Common Stock and one-half o position peaked at $1.91M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Cascade Acquisition Corp. Units, each consisting of one share of Class A Common Stock and one-half o as of Q2 2022.

Based on Schechter Investment Advisors's 13F filing for Q2 2022, filed 3 Nov 2022.