SIA
ERESU

Schechter Investment Advisors’s East Resources Acquisition Company Unit ERESU Stock Holding History

Schechter Investment Advisors’s Portfolio ERESU Stock Details ERESU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-68,122
Closed -$688K – 1006
2022
Q2 		$688K Sell
68,122
-4,966
-7% -$49.8K 0.07% 415
2022
Q1 		$731K Sell
73,088
-7,871
-10% -$79.1K 0.07% 413
2021
Q4 		$835K Buy
+80,959
New +$824K 0.08% 370

Other funds holding ERESU

HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $794M AUM 25.46% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Schechter Investment Advisors's ERESU Position: Q3 2022 in Review

Schechter Investment Advisors sold out of East Resources Acquisition Company Unit (ERESU) in Q3 2022, closing a stake of 68,122 shares — an estimated $688K sold.

Schechter Investment Advisors first reported a position in ERESU in Q4 2021 and held it in 3 quarters. The position peaked at $835K in Q4 2021. 8 funds tracked by Wall St. Rank hold ERESU as of Q3 2022.

  • Schechter Investment Advisors reported no remaining East Resources Acquisition Company Unit position as of Q3 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 68,122 East Resources Acquisition Company Unit shares in Q3 2022, an estimated $688K.
  • Schechter Investment Advisors first reported a position in East Resources Acquisition Company Unit in Q4 2021 and held it in 3 quarters.
  • Schechter Investment Advisors's East Resources Acquisition Company Unit position peaked at $835K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held East Resources Acquisition Company Unit as of Q3 2022.

Based on Schechter Investment Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.