Schechter Investment Advisors’s Churchill Capital Corp VII Warrants CVIIW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-37,422	Closed	-$13.1K	–	720
2024 Q2	$13.1K	Sell	37,422 -238	-0.6%	-$63	﹤0.01%	622
2024 Q1	$12.1K	Sell	37,660 -15	-0%	-$4	﹤0.01%	632
2023 Q4	$6.03K	Sell	37,675 -505	-1%	-$84	﹤0.01%	619
2023 Q3	$11.8K	Sell	38,180 -2,076	-5%	-$508	﹤0.01%	600
2023 Q2	$5.64K	Sell	40,256 -61	-0.2%	-$7	﹤0.01%	650
2023 Q1	$4.94K	Sell	40,317 -34,509	-46%	-$2.94K	﹤0.01%	682
2022 Q4	$3.7K	Buy	+74,826	New	+$3.22K	﹤0.01%	835

Schechter Investment Advisors's CVIIW Position: Q3 2024 in Review

Schechter Investment Advisors sold out of Churchill Capital Corp VII Warrants (CVIIW) in Q3 2024, closing a stake of 37,422 shares — an estimated $13.1K sold.

Schechter Investment Advisors first reported a position in CVIIW in Q4 2022 and held it in 7 quarters. The position peaked at $13.1K in Q2 2024. 0 funds tracked by Wall St. Rank hold CVIIW as of Q3 2024.

Schechter Investment Advisors reported no remaining Churchill Capital Corp VII Warrants position as of Q3 2024 after selling out during the quarter.
Schechter Investment Advisors sold 37,422 Churchill Capital Corp VII Warrants shares in Q3 2024, an estimated $13.1K.
Schechter Investment Advisors first reported a position in Churchill Capital Corp VII Warrants in Q4 2022 and held it in 7 quarters.
Schechter Investment Advisors's Churchill Capital Corp VII Warrants position peaked at $13.1K in Q2 2024.
0 funds tracked by Wall St. Rank held Churchill Capital Corp VII Warrants as of Q3 2024.

Based on Schechter Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.