Schechter Investment Advisors’s Cascadia Acquisition Corp. Unit CCAIU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-91,192	Closed	-$914K	–	831
2022 Q4	$914K	Buy	91,192 +1,000	+1%	+$9.93K	0.08%	320
2022 Q3	$887K	Buy	90,192 +3,450	+4%	+$34.1K	0.09%	322
2022 Q2	$850K	Hold	86,742	–	–	0.08%	348
2022 Q1	$858K	Hold	86,742	–	–	0.08%	360
2021 Q4	$867K	Buy	+86,742	New	+$867K	0.08%	356

Schechter Investment Advisors's CCAIU Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Cascadia Acquisition Corp. Unit (CCAIU) in Q1 2023, closing a stake of 91,192 shares — an estimated $914K sold.

Schechter Investment Advisors first reported a position in CCAIU in Q4 2021 and held it in 5 quarters. The position peaked at $914K in Q4 2022. 0 funds tracked by Wall St. Rank hold CCAIU as of Q1 2023.

Schechter Investment Advisors reported no remaining Cascadia Acquisition Corp. Unit position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 91,192 Cascadia Acquisition Corp. Unit shares in Q1 2023, an estimated $914K.
Schechter Investment Advisors first reported a position in Cascadia Acquisition Corp. Unit in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's Cascadia Acquisition Corp. Unit position peaked at $914K in Q4 2022.
0 funds tracked by Wall St. Rank held Cascadia Acquisition Corp. Unit as of Q1 2023.

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