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

Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

HRT Financial New York $26B AUM 58.22% 1-Year Est. Return

Gritstone Asset Management Bethesda, Maryland $93.6M AUM 11.18% 1-Year Est. Return

Terrapin Asset Management Miami, Florida $72.9M AUM 16.84% 1-Year Est. Return

Walleye Capital

Walleye Capital New York $16.3B AUM 37.67% 1-Year Est. Return

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Cubist Systematic Strategies Stamford, Connecticut $7.09B AUM 21.48% 1-Year Est. Return

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return