Schechter Investment Advisors’s Edify Acquisition Corp. Units EACPU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-24,164	Closed	-$238K	–	1071
2022 Q3	$238K	Hold	24,164	–	–	0.02%	784
2022 Q2	$238K	Hold	24,164	–	–	0.02%	793
2022 Q1	$238K	Hold	24,164	–	–	0.02%	786
2021 Q4	$241K	Buy	+24,164	New	+$241K	0.02%	748

Other funds holding EACPU

BCL

Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return

LIM

Longfellow Investment Management Boston, Massachusetts $480M AUM 8% 1-Year Est. Return

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

CCM

Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

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

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

Schechter Investment Advisors sold out of Edify Acquisition Corp. Units (EACPU) in Q4 2022, closing a stake of 24,164 shares — an estimated $238K sold.

Schechter Investment Advisors first reported a position in EACPU in Q4 2021 and held it in 4 quarters. The position peaked at $241K in Q4 2021. 5 funds tracked by Wall St. Rank hold EACPU as of Q4 2022.

Schechter Investment Advisors reported no remaining Edify Acquisition Corp. Units position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 24,164 Edify Acquisition Corp. Units shares in Q4 2022, an estimated $238K.
Schechter Investment Advisors first reported a position in Edify Acquisition Corp. Units in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's Edify Acquisition Corp. Units position peaked at $241K in Q4 2021.
5 funds tracked by Wall St. Rank held Edify Acquisition Corp. Units as of Q4 2022.

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