Schechter Investment Advisors’s CF Acquisition Corp. IV Unit CFIVU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-167,001	Closed	-$1.66M	–	945
2022 Q3	$1.66M	Sell	167,001 -1,300	-0.8%	-$12.9K	0.16%	138
2022 Q2	$1.66M	Sell	168,301 -4,650	-3%	-$46.1K	0.16%	128
2022 Q1	$1.71M	Sell	172,951 -9,200	-5%	-$91.4K	0.16%	136
2021 Q4	$1.81M	Buy	+182,151	New	+$1.83M	0.16%	139

Other funds holding CFIVU

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Schechter Investment Advisors's CFIVU Position: Q4 2022 in Review

Schechter Investment Advisors sold out of CF Acquisition Corp. IV Unit (CFIVU) in Q4 2022, closing a stake of 167,001 shares — an estimated $1.66M sold.

Schechter Investment Advisors first reported a position in CFIVU in Q4 2021 and held it in 4 quarters. The position peaked at $1.81M in Q4 2021. 4 funds tracked by Wall St. Rank hold CFIVU as of Q4 2022.

Schechter Investment Advisors reported no remaining CF Acquisition Corp. IV Unit position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 167,001 CF Acquisition Corp. IV Unit shares in Q4 2022, an estimated $1.66M.
Schechter Investment Advisors first reported a position in CF Acquisition Corp. IV Unit in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's CF Acquisition Corp. IV Unit position peaked at $1.81M in Q4 2021.
4 funds tracked by Wall St. Rank held CF Acquisition Corp. IV Unit as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.