Schechter Investment Advisors’s FTAC Emerald Acquisition Corp. Unit FLDDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-71,233	Closed	-$738K	–	734
2023 Q2	$738K	Sell	71,233 -10,750	-13%	-$111K	0.07%	306
2023 Q1	$837K	Sell	81,983 -500	-0.6%	-$5.09K	0.08%	292
2022 Q4	$821K	Hold	82,483	–	–	0.07%	357
2022 Q3	$813K	Buy	82,483 +49,070	+147%	+$484K	0.08%	351
2022 Q2	$329K	Sell	33,413 -7,000	-17%	-$69.5K	0.03%	670
2022 Q1	$404K	Buy	40,413 +23,626	+141%	+$235K	0.04%	597
2021 Q4	$167K	Buy	+16,787	New	+$167K	0.02%	817

Other funds holding FLDDU

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Schechter Investment Advisors sold out of FTAC Emerald Acquisition Corp. Unit (FLDDU) in Q3 2023, closing a stake of 71,233 shares — an estimated $738K sold.

Schechter Investment Advisors first reported a position in FLDDU in Q4 2021 and held it in 7 quarters. The position peaked at $837K in Q1 2023. 2 funds tracked by Wall St. Rank hold FLDDU as of Q3 2023.

Schechter Investment Advisors reported no remaining FTAC Emerald Acquisition Corp. Unit position as of Q3 2023 after selling out during the quarter.
Schechter Investment Advisors sold 71,233 FTAC Emerald Acquisition Corp. Unit shares in Q3 2023, an estimated $738K.
Schechter Investment Advisors first reported a position in FTAC Emerald Acquisition Corp. Unit in Q4 2021 and held it in 7 quarters.
Schechter Investment Advisors's FTAC Emerald Acquisition Corp. Unit position peaked at $837K in Q1 2023.
2 funds tracked by Wall St. Rank held FTAC Emerald Acquisition Corp. Unit as of Q3 2023.

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