Schechter Investment Advisors’s Churchill Capital Corp IX CCIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.11M Sell
103,298
-6,281
-6% -$66K 0.09% 213
2024
Q4
$1.13M Sell
109,579
-17,545
-14% -$179K 0.09% 224
2024
Q3
$1.27M Buy
+127,124
New +$1.27M 0.09% 201

Other funds holding CCIX

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

Schechter Investment Advisors reduced its Churchill Capital Corp IX (CCIX) stake by 5.7% in Q1 2025, selling an estimated $66K and leaving 103,298 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #213.

Schechter Investment Advisors first reported a position in CCIX in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.27M in Q3 2024. 44 funds tracked by Wall St. Rank hold CCIX as of Q1 2025.

  • Schechter Investment Advisors held 103,298 shares of Churchill Capital Corp IX worth $1.11M as of Q1 2025.
  • Schechter Investment Advisors sold 6,281 Churchill Capital Corp IX shares in Q1 2025, an estimated $66K.
  • Churchill Capital Corp IX made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #213 holding.
  • Schechter Investment Advisors first reported a position in Churchill Capital Corp IX in Q3 2024 and has held it in 3 quarters since.
  • Schechter Investment Advisors's Churchill Capital Corp IX position peaked at $1.27M in Q3 2024.
  • 44 funds tracked by Wall St. Rank held Churchill Capital Corp IX as of Q1 2025.

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