SIA
CEP

Schechter Investment Advisors’s Cantor Equity Partners CEP Stock Holding History

Schechter Investment Advisors’s Portfolio CEP Stock Details CEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.05M Sell
190,950
-3,260
-2% -$33.9K 0.17% 120
2024
Q4 		$2.01M Sell
194,210
-3,260
-2% -$33.3K 0.15% 127
2024
Q3 		$1.98M Buy
+197,470
New +$1.98M 0.15% 138

Other funds holding CEP

HCI
Harraden Circle Investments New York $499M AUM 24.03% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $359M AUM 7.93% 1-Year Est. Return

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

Schechter Investment Advisors reduced its Cantor Equity Partners (CEP) stake by 1.7% in Q1 2025, selling an estimated $33.9K and leaving 190,950 shares worth $2.05M. The position accounts for 0.17% of the portfolio, ranked #120.

Schechter Investment Advisors first reported a position in CEP in Q3 2024 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold CEP as of Q1 2025.

  • Schechter Investment Advisors held 190,950 shares of Cantor Equity Partners worth $2.05M as of Q1 2025.
  • Schechter Investment Advisors sold 3,260 Cantor Equity Partners shares in Q1 2025, an estimated $33.9K.
  • Cantor Equity Partners made up 0.17% of Schechter Investment Advisors's portfolio in Q1 2025, its #120 holding.
  • Schechter Investment Advisors first reported a position in Cantor Equity Partners in Q3 2024 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Cantor Equity Partners as of Q1 2025.

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