SIA
EPHYU

Schechter Investment Advisors’s Epiphany Technology Acquisition Corp. Unit EPHYU Stock Holding History

Schechter Investment Advisors’s Portfolio EPHYU Stock Details EPHYU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-58,800
Closed -$580K – 987
2022
Q3 		$580K Buy
58,800
+2,300
+4% +$22.7K 0.06% 461
2022
Q2 		$555K Sell
56,500
-2,950
-5% -$29.1K 0.05% 497
2022
Q1 		$590K Sell
59,450
-1,000
-2% -$9.88K 0.05% 481
2021
Q4 		$603K Buy
+60,450
New +$608K 0.05% 458

Other funds holding EPHYU

CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Epiphany Technology Acquisition Corp. Unit (EPHYU) in Q4 2022, closing a stake of 58,800 shares — an estimated $580K sold.

Schechter Investment Advisors first reported a position in EPHYU in Q4 2021 and held it in 4 quarters. The position peaked at $603K in Q4 2021. 8 funds tracked by Wall St. Rank hold EPHYU as of Q4 2022.

  • Schechter Investment Advisors reported no remaining Epiphany Technology Acquisition Corp. Unit position as of Q4 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 58,800 Epiphany Technology Acquisition Corp. Unit shares in Q4 2022, an estimated $580K.
  • Schechter Investment Advisors first reported a position in Epiphany Technology Acquisition Corp. Unit in Q4 2021 and held it in 4 quarters.
  • Schechter Investment Advisors's Epiphany Technology Acquisition Corp. Unit position peaked at $603K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held Epiphany Technology Acquisition Corp. Unit as of Q4 2022.

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