Schechter Investment Advisors’s dMY Squared Technology Group Units DMYY.U Stock Holding History

Schechter Investment Advisors’s Portfolio DMYY.U Stock Details DMYY.U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-492,000	Closed	-$5.18M	–	664
2023 Q3	$5.18M	Sell	492,000 -2,600	-0.5%	-$27.2K	0.5%	37
2023 Q2	$5.1M	Sell	494,600 -11,500	-2%	-$119K	0.46%	39
2023 Q1	$5.25M	Sell	506,100 -17,900	-3%	-$185K	0.49%	37
2022 Q4	$5.24M	Buy	524,000 +6,700	+1%	+$67.3K	0.48%	28
2022 Q3	$5.17M	Buy	+517,300	New	+$5.17M	0.51%	22

Schechter Investment Advisors's DMYY.U Position: Q4 2023 in Review

Schechter Investment Advisors sold out of dMY Squared Technology Group Units (DMYY.U) in Q4 2023, closing a stake of 492,000 shares — an estimated $5.18M sold.

Schechter Investment Advisors first reported a position in DMYY.U in Q3 2022 and held it in 5 quarters. The position peaked at $5.25M in Q1 2023. 0 funds tracked by Wall St. Rank hold DMYY.U as of Q4 2023.

Schechter Investment Advisors reported no remaining dMY Squared Technology Group Units position as of Q4 2023 after selling out during the quarter.
Schechter Investment Advisors sold 492,000 dMY Squared Technology Group Units shares in Q4 2023, an estimated $5.18M.
Schechter Investment Advisors first reported a position in dMY Squared Technology Group Units in Q3 2022 and held it in 5 quarters.
Schechter Investment Advisors's dMY Squared Technology Group Units position peaked at $5.25M in Q1 2023.
0 funds tracked by Wall St. Rank held dMY Squared Technology Group Units as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.