Schechter Investment Advisors’s CF Acquisition Corp. VII Unit CFFSU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-108,485	Closed	-$1.12M	–	771
2023 Q1	$1.12M	Sell	108,485 -600	-0.6%	-$6.16K	0.1%	227
2022 Q4	$1.11M	Buy	109,085 +20,585	+23%	+$208K	0.1%	258
2022 Q3	$888K	Hold	88,500	–	–	0.09%	321
2022 Q2	$881K	Sell	88,500 -8,500	-9%	-$85.3K	0.09%	330
2022 Q1	$977K	Hold	97,000	–	–	0.09%	312
2021 Q4	$985K	Buy	+97,000	New	+$974K	0.09%	307

Other funds holding CFFSU

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Schechter Investment Advisors's CFFSU Position: Q2 2023 in Review

Schechter Investment Advisors sold out of CF Acquisition Corp. VII Unit (CFFSU) in Q2 2023, closing a stake of 108,485 shares — an estimated $1.12M sold.

Schechter Investment Advisors first reported a position in CFFSU in Q4 2021 and held it in 6 quarters. The position peaked at $1.12M in Q1 2023. 2 funds tracked by Wall St. Rank hold CFFSU as of Q2 2023.

Schechter Investment Advisors reported no remaining CF Acquisition Corp. VII Unit position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 108,485 CF Acquisition Corp. VII Unit shares in Q2 2023, an estimated $1.12M.
Schechter Investment Advisors first reported a position in CF Acquisition Corp. VII Unit in Q4 2021 and held it in 6 quarters.
Schechter Investment Advisors's CF Acquisition Corp. VII Unit position peaked at $1.12M in Q1 2023.
2 funds tracked by Wall St. Rank held CF Acquisition Corp. VII Unit as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.