Schechter Investment Advisors’s Cohen Circle Acquisition Corp. I Warrant CCIRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$261K Sell
145,134
-3,676
-2% -$4.74K 0.02% 502
2024
Q4
$66.7K Buy
+148,810
New +$55.5K 0.01% 603

Other funds holding CCIRW

Schechter Investment Advisors's CCIRW Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Cohen Circle Acquisition Corp. I Warrant (CCIRW) stake by 2.5% in Q1 2025, selling an estimated $4.74K and leaving 145,134 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #502.

Schechter Investment Advisors first reported a position in CCIRW in Q4 2024 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold CCIRW as of Q1 2025.

  • Schechter Investment Advisors held 145,134 shares of Cohen Circle Acquisition Corp. I Warrant worth $261K as of Q1 2025.
  • Schechter Investment Advisors sold 3,676 Cohen Circle Acquisition Corp. I Warrant shares in Q1 2025, an estimated $4.74K.
  • Cohen Circle Acquisition Corp. I Warrant made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #502 holding.
  • Schechter Investment Advisors first reported a position in Cohen Circle Acquisition Corp. I Warrant in Q4 2024 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Cohen Circle Acquisition Corp. I Warrant as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.