Schechter Investment Advisors’s Churchill Capital Corp V CCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-15,111
Closed -$154K 711
2023
Q2
$154K Buy
+15,111
New +$153K 0.01% 599
2023
Q1
Sell
-60,000
Closed -$596K 820
2022
Q4
$596K Hold
60,000
0.05% 452
2022
Q3
$594K Hold
60,000
0.06% 453
2022
Q2
$590K Buy
+60,000
New +$590K 0.06% 476

Other funds holding CCV

Schechter Investment Advisors's CCV Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Churchill Capital Corp V (CCV) in Q3 2023, closing a stake of 15,111 shares — an estimated $154K sold.

Schechter Investment Advisors first reported a position in CCV in Q2 2022 and held it in 4 quarters. The position peaked at $596K in Q4 2022. 38 funds tracked by Wall St. Rank hold CCV as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Churchill Capital Corp V position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 15,111 Churchill Capital Corp V shares in Q3 2023, an estimated $154K.
  • Schechter Investment Advisors first reported a position in Churchill Capital Corp V in Q2 2022 and held it in 4 quarters.
  • Schechter Investment Advisors's Churchill Capital Corp V position peaked at $596K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Churchill Capital Corp V as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.