Schechter Investment Advisors’s Compass Digital Acquisition Corp. Unit CDAQU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,894	Closed	-$146K	–	694
2023 Q3	$146K	Buy	13,894 +1,800	+15%	+$18.7K	0.01%	557
2023 Q2	$126K	Sell	12,094 -1,700	-12%	-$17.5K	0.01%	607
2023 Q1	$141K	Hold	13,794	–	–	0.01%	635
2022 Q4	$137K	Sell	13,794 -4,438	-24%	-$43.9K	0.01%	783
2022 Q3	$178K	Buy	18,232 +5,900	+48%	+$57.4K	0.02%	854
2022 Q2	$119K	Buy	12,332 +1,369	+12%	+$13.3K	0.01%	897
2022 Q1	$107K	Buy	10,963 +900	+9%	+$8.84K	0.01%	896
2021 Q4	$99K	Buy	+10,063	New	+$99.7K	0.01%	849

Other funds holding CDAQU

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Schechter Investment Advisors's CDAQU Position: Q4 2023 in Review

Schechter Investment Advisors sold out of Compass Digital Acquisition Corp. Unit (CDAQU) in Q4 2023, closing a stake of 13,894 shares — an estimated $146K sold.

Schechter Investment Advisors first reported a position in CDAQU in Q4 2021 and held it in 8 quarters. The position peaked at $178K in Q3 2022. 1 fund tracked by Wall St. Rank holds CDAQU as of Q4 2023.

Schechter Investment Advisors reported no remaining Compass Digital Acquisition Corp. Unit position as of Q4 2023 after selling out during the quarter.
Schechter Investment Advisors sold 13,894 Compass Digital Acquisition Corp. Unit shares in Q4 2023, an estimated $146K.
Schechter Investment Advisors first reported a position in Compass Digital Acquisition Corp. Unit in Q4 2021 and held it in 8 quarters.
Schechter Investment Advisors's Compass Digital Acquisition Corp. Unit position peaked at $178K in Q3 2022.
1 fund tracked by Wall St. Rank held Compass Digital Acquisition Corp. Unit as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.