SIA
CFFSU

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

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return