Schechter Investment Advisors’s Forum Merger IV Corporation Unit FMIVU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-13,017	Closed	-$128K	–	962
2022 Q3	$128K	Sell	13,017 -1,200	-8%	-$11.8K	0.01%	882
2022 Q2	$139K	Hold	14,217	–	–	0.01%	882
2022 Q1	$140K	Hold	14,217	–	–	0.01%	869
2021 Q4	$141K	Buy	+14,217	New	+$142K	0.01%	826

Other funds holding FMIVU

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CCA

Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

GAM

Gritstone Asset Management Bethesda, Maryland $104M AUM 6.03% 1-Year Est. Return

TAM

Terrapin Asset Management Miami, Florida $87.8M AUM 16.84% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

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

Schechter Investment Advisors sold out of Forum Merger IV Corporation Unit (FMIVU) in Q4 2022, closing a stake of 13,017 shares — an estimated $128K sold.

Schechter Investment Advisors first reported a position in FMIVU in Q4 2021 and held it in 4 quarters. The position peaked at $141K in Q4 2021. 13 funds tracked by Wall St. Rank hold FMIVU as of Q4 2022.

Schechter Investment Advisors reported no remaining Forum Merger IV Corporation Unit position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 13,017 Forum Merger IV Corporation Unit shares in Q4 2022, an estimated $128K.
Schechter Investment Advisors first reported a position in Forum Merger IV Corporation Unit in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's Forum Merger IV Corporation Unit position peaked at $141K in Q4 2021.
13 funds tracked by Wall St. Rank held Forum Merger IV Corporation Unit as of Q4 2022.

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