SIA
FLD

Schechter Investment Advisors’s Fold Holdings FLD Stock Holding History

Schechter Investment Advisors’s Portfolio FLD Stock Details FLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-456,268
Closed -$4.72M – 682
2023
Q2 		$4.72M Buy
456,268
+68,899
+18% +$709K 0.42% 40
2023
Q1 		$3.96M Buy
387,369
+324,082
+512% +$3.28M 0.37% 49
2022
Q4 		$634K Buy
63,287
+36,633
+137% +$364K 0.06% 430
2022
Q3 		$260K Buy
26,654
+24
+0.1% +$236 0.03% 756
2022
Q2 		$260K Hold
26,630
– – 0.03% 757
2022
Q1 		$260K Buy
+26,630
New +$260K 0.02% 758

Other funds holding FLD

AMC
Atlas Merchant Capital New York $789K AUM 60.67% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
KC
Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return

Schechter Investment Advisors's FLD Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Fold Holdings (FLD) in Q3 2023, closing a stake of 456,268 shares — an estimated $4.72M sold.

Schechter Investment Advisors first reported a position in FLD in Q1 2022 and held it in 6 quarters. The position peaked at $4.72M in Q2 2023. 32 funds tracked by Wall St. Rank hold FLD as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Fold Holdings position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 456,268 Fold Holdings shares in Q3 2023, an estimated $4.72M.
  • Schechter Investment Advisors first reported a position in Fold Holdings in Q1 2022 and held it in 6 quarters.
  • Schechter Investment Advisors's Fold Holdings position peaked at $4.72M in Q2 2023.
  • 32 funds tracked by Wall St. Rank held Fold Holdings as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.